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Disclosery

BANK OF THE WEST: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF THE WEST on SRE, newest first. How the timeline and the estimate are built.

BANK OF THE WEST held 18,993 SRE shares at 2022-12-31 per its 13F-HR filed 2023-02-01.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 18,993 shares
    Change vs previous 13F +744 shares

    0.35% of the 13F portfolio, value $2,935,177.

    13F-HR 0000059951-23-000004 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 18,249 shares
    Change vs previous 13F +1,898 shares

    0.36% of the 13F portfolio, value $2,736,000.

    13F-HR 0000059951-22-000014 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 16,351 shares
    Change vs previous 13F +1,676 shares

    0.31% of the 13F portfolio, value $2,457,000.

    13F-HR 0000059951-22-000010 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 14,675 shares
    Change vs previous 13F +766 shares

    0.26% of the 13F portfolio, value $2,467,000.

    13F-HR 0000059951-22-000006 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 13,909 shares
    Change vs previous 13F -16,018 shares

    0.17% of the 13F portfolio, value $1,840,000.

    13F-HR 0000059951-22-000001 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 29,927 shares
    Change vs previous 13F -87 shares

    0.4% of the 13F portfolio, value $3,786,000.

    13F-HR 0000059951-21-000008 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 30,014 shares
    Change vs previous 13F -143 shares

    0.41% of the 13F portfolio, value $3,976,000.

    13F-HR 0000059951-21-000006 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 30,157 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,999,000.

    13F-HR 0000059951-21-000004 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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