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Ameritas Investment Partners, Inc.: SRE position timeline

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

Ameritas Investment Partners, Inc. held 9,937 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 9,937 shares
    Change vs previous 13F -853 shares

    0.01% of the 13F portfolio, value $921,287.

    13F-HR 0001055980-26-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 5,749 shares
    • Ameritas Advisory Services, LLC: 4,188 shares

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

  2. period ended2026-03-31
    13F 10,790 shares
    Change vs previous 13F -1,232 shares

    0.02% of the 13F portfolio, value $1,048,488.

    13F-HR 0001055980-26-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 5,981 shares
    • Ameritas Advisory Services, LLC: 4,809 shares

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

  3. period ended2025-12-31
    13F 12,022 shares
    Change vs previous 13F +2,369 shares

    0.02% of the 13F portfolio, value $1,061,445.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 5,980 shares
    • Ameritas Advisory Services, LLC: 6,042 shares

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

  4. period ended2025-09-30
    13F 9,653 shares
    Change vs previous 13F +3,247 shares

    0.02% of the 13F portfolio, value $868,627.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 6,084 shares
    • Ameritas Advisory Services, LLC: 3,569 shares

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

  5. period ended2025-06-30
    13F 6,406 shares
    Change vs previous 13F -5,838 shares

    0.01% of the 13F portfolio, value $485,390.

    13F-HR 0001055980-25-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 6,308 shares
    • Ameritas Advisory Services, LLC: 98 shares

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

  6. period ended2025-03-31
    13F 12,244 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $947,204.

    13F-HR 0001055980-25-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 6,307 shares
    • Ameritas Advisory Services, LLC: 5,937 shares

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

  7. period ended2024-12-31
    13F 12,392 shares
    Change vs previous 13F +5,846 shares

    0.02% of the 13F portfolio, value $1,087,018.

    13F-HR 0001055980-25-000002 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 6,306 shares
    • Ameritas Advisory Services, LLC: 6,086 shares

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

  8. period ended2024-09-30
    13F 6,546 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $547,426.

    13F-HR 0001055980-24-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 6,546 shares
    • Ameritas Advisory Services, LLC: 0 shares

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