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Parallel Advisors, LLC: SRE position timeline

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

Parallel Advisors, LLC held 11,985 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,985 shares
    Change vs previous 13F +213 shares

    0.02% of the 13F portfolio, value $1,111,179.

    13F-HR 0001690010-26-000005 filed by Parallel 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 11,772 shares
    Change vs previous 13F +821 shares

    0.02% of the 13F portfolio, value $1,143,936.

    13F-HR/A 0001690010-26-000004 filed by Parallel 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 10,951 shares
    Change vs previous 13F -113 shares

    0.02% of the 13F portfolio, value $966,922.

    13F-HR 0001690010-26-000001 filed by Parallel 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 11,064 shares
    Change vs previous 13F +157 shares

    0.02% of the 13F portfolio, value $995,577.

    13F-HR 0001690010-25-000009 filed by Parallel 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 10,907 shares
    Change vs previous 13F +2,299 shares

    0.02% of the 13F portfolio, value $826,392.

    13F-HR 0001690010-25-000005 filed by Parallel 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 8,608 shares
    Change vs previous 13F -1,844 shares

    0.01% of the 13F portfolio, value $614,279.

    13F-HR 0001690010-25-000004 filed by Parallel 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 10,452 shares
    Change vs previous 13F +190 shares

    0.02% of the 13F portfolio, value $916,904.

    13F-HR 0001690010-25-000002 filed by Parallel 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 10,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $858,247.

    13F-HR 0001690010-24-000009 filed by Parallel Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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