Skip to content
Disclosery

AVISO WEALTH MANAGEMENT: SRE position timeline

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

AVISO WEALTH MANAGEMENT held 2,915 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 2,915 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $270,250.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 2,915 shares
    Change vs previous 13F -60 shares

    0.13% of the 13F portfolio, value $283,251.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 2,975 shares
    Change vs previous 13F -60 shares

    0.11% of the 13F portfolio, value $262,663.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 3,035 shares
    Change vs previous 13F -260 shares

    0.12% of the 13F portfolio, value $273,089.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 3,295 shares
    Change vs previous 13F -270 shares

    0.12% of the 13F portfolio, value $249,662.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 3,565 shares
    Change vs previous 13F -44 shares

    0.14% of the 13F portfolio, value $254,398.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 3,609 shares
    Change vs previous 13F -62 shares

    0.16% of the 13F portfolio, value $316,581.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 3,671 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $307,006.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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