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Disclosery

PDS Planning, Inc: SRE position timeline

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

PDS Planning, Inc held 4,858 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 4,858 shares
    Change vs previous 13F +378 shares

    0.03% of the 13F portfolio, value $450,367.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 4,480 shares
    Change vs previous 13F +384 shares

    0.03% of the 13F portfolio, value $435,303.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,096 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $361,619.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,038 shares
    Change vs previous 13F +139 shares

    0.03% of the 13F portfolio, value $363,322.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 3,899 shares
    Change vs previous 13F +298 shares

    0.02% of the 13F portfolio, value $295,439.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 3,601 shares
    Change vs previous 13F -642 shares

    0.02% of the 13F portfolio, value $256,967.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 4,243 shares
    Change vs previous 13F +724 shares

    0.03% of the 13F portfolio, value $372,161.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 3,519 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $294,294.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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