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Disclosery

Gradient Investments LLC: SRE position timeline

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

Gradient Investments LLC held 9,034 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 9,034 shares
    Change vs previous 13F -316 shares

    0.01% of the 13F portfolio, value $704,287.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,350 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $866,871.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    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 9,338 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $907,403.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,321 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $822,951.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,323 shares
    Change vs previous 13F -471 shares

    0.01% of the 13F portfolio, value $838,869.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,794 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $742,110.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    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 9,790 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $698,625.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,769 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $856,919.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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