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Disclosery

BCWM, LLC: SRE position timeline

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

BCWM, LLC held 122,291 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,291 shares
    Change vs previous 13F +2,827 shares

    3.32% of the 13F portfolio, value $11,337,604.

    13F-HR 0001542165-26-000003 filed by BCWM, 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 119,464 shares
    Change vs previous 13F -28,012 shares

    3.29% of the 13F portfolio, value $11,608,316.

    13F-HR 0001542165-26-000002 filed by BCWM, 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 147,476 shares
    Change vs previous 13F +1,322 shares

    3.9% of the 13F portfolio, value $13,020,638.

    13F-HR 0001542165-26-000001 filed by BCWM, 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 146,154 shares
    Change vs previous 13F -209 shares

    3.94% of the 13F portfolio, value $13,150,905.

    13F-HR 0001542165-25-000005 filed by BCWM, 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 146,363 shares
    Change vs previous 13F -5,943 shares

    3.52% of the 13F portfolio, value $11,089,895.

    13F-HR 0001542165-25-000003 filed by BCWM, 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 152,306 shares
    Change vs previous 13F +31,006 shares

    3.78% of the 13F portfolio, value $10,868,560.

    13F-HR 0001542165-25-000002 filed by BCWM, 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 121,300 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $10,640,461.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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