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TOTH FINANCIAL ADVISORY CORP: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on SRE, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 776 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 776 shares
    Change vs previous 13F +120 shares

    0.01% of the 13F portfolio, value $60,468.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 656 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $60,785.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 654 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $63,530.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 559 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $49,345.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 659 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $59,322.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 677 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $51,326.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 671 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $47,899.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 666 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $58,439.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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