Skip to content
Disclosery

NewEdge Advisors, LLC: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on SRE, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 30,210 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,210 shares
    Change vs previous 13F +5,661 shares

    0.01% of the 13F portfolio, value $2,800,746.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 24,549 shares
    Change vs previous 13F -1,787 shares

    0.01% of the 13F portfolio, value $2,385,437.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,336 shares
    Change vs previous 13F +4,912 shares

    0.01% of the 13F portfolio, value $2,325,200.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,424 shares
    Change vs previous 13F -11,018 shares

    0.01% of the 13F portfolio, value $1,927,704.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,442 shares
    Change vs previous 13F -1,692 shares

    0.01% of the 13F portfolio, value $2,458,115.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,134 shares
    Change vs previous 13F +12,439 shares

    0.01% of the 13F portfolio, value $2,435,867.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,695 shares
    Change vs previous 13F +1,089 shares

    0.01% of the 13F portfolio, value $1,903,098.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,606 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,723,348.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).