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Pandora Wealth, Inc.: SRE position timeline

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

Pandora Wealth, Inc. held 14,427 SRE shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 14,427 shares
    Change vs previous 13F -10 shares

    0.77% of the 13F portfolio, value $1,273,735.

    13F-HR 0002045414-26-000001 filed by Pandora Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 14,437 shares
    Change vs previous 13F -10 shares

    0.79% of the 13F portfolio, value $1,299,016.

    13F-HR 0002045414-25-000003 filed by Pandora Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 14,447 shares
    Change vs previous 13F -685 shares

    0.67% of the 13F portfolio, value $1,094,628.

    13F-HR 0002023325-25-000004 filed by Pandora Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 15,132 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,079,803.

    13F-HR 0001965796-25-000002 filed by Pandora Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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