Skip to content
Disclosery

POTOMAC FUND MANAGEMENT INC /ADV: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTOMAC FUND MANAGEMENT INC /ADV on SRE, newest first. How the timeline and the estimate are built.

POTOMAC FUND MANAGEMENT INC /ADV held 7,328 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,328 shares
    Change vs previous 13F +82 shares

    0.02% of the 13F portfolio, value $679,370.

    13F-HR 0000826000-26-000007 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 7,246 shares
    Change vs previous 13F +266 shares

    0.02% of the 13F portfolio, value $704,137.

    13F-HR 0000826000-26-000005 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 6,980 shares
    Change vs previous 13F -112 shares

    0.02% of the 13F portfolio, value $616,242.

    13F-HR 0000826000-26-000003 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 7,092 shares
    Change vs previous 13F -83 shares

    0.03% of the 13F portfolio, value $638,096.

    13F-HR 0000826000-25-000012 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 7,175 shares
    Change vs previous 13F +259 shares

    0.03% of the 13F portfolio, value $539,811.

    13F-HR/A 0000826000-25-000010 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 6,916 shares
    Change vs previous 13F +1,044 shares

    0.21% of the 13F portfolio, value $487,323.

    13F-HR/A 0000826000-25-000009 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 5,872 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $515,092.

    13F-HR/A 0000826000-25-000008 filed by POTOMAC FUND MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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