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Disclosery

Savant Capital, LLC: SRE position timeline

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

Savant Capital, LLC held 19,952 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,952 shares
    Change vs previous 13F +10,379 shares

    0.01% of the 13F portfolio, value $1,885,795.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 9,573 shares
    Change vs previous 13F -326 shares

    <0.01% of the 13F portfolio, value $930,167.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 9,899 shares
    Change vs previous 13F -1,562 shares

    <0.01% of the 13F portfolio, value $873,933.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 11,461 shares
    Change vs previous 13F +3,415 shares

    0.01% of the 13F portfolio, value $1,031,230.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 8,046 shares
    Change vs previous 13F +304 shares

    <0.01% of the 13F portfolio, value $609,633.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 7,742 shares
    Change vs previous 13F -1,462 shares

    <0.01% of the 13F portfolio, value $552,457.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 9,204 shares
    Change vs previous 13F +2,635 shares

    0.01% of the 13F portfolio, value $807,385.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 6,569 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $549,345.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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