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Prime Capital Investment Advisors, LLC: SRE position timeline

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

Prime Capital Investment Advisors, LLC held 14,170 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 14,170 shares
    Change vs previous 13F -1,695 shares

    0.01% of the 13F portfolio, value $1,313,715.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment 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 15,865 shares
    Change vs previous 13F +528 shares

    0.02% of the 13F portfolio, value $1,541,622.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment 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 15,337 shares
    Change vs previous 13F -122 shares

    0.02% of the 13F portfolio, value $1,354,114.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment 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 15,459 shares
    Change vs previous 13F -344 shares

    0.02% of the 13F portfolio, value $1,390,980.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment 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 15,803 shares
    Change vs previous 13F -2,717 shares

    0.02% of the 13F portfolio, value $1,197,369.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment 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 18,520 shares
    Change vs previous 13F +2,710 shares

    0.02% of the 13F portfolio, value $1,321,570.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment 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 15,810 shares
    Change vs previous 13F +1,358 shares

    0.02% of the 13F portfolio, value $1,386,828.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment 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 14,452 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,208,598.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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