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Disclosery

Bull Oak Capital, LLC: SRE position timeline

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

Bull Oak Capital, LLC held 3,978 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 3,978 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $368,800.

    13F-HR 0001824263-26-000004 filed by Bull Oak 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 3,978 shares
    Change vs previous 13F +3,978 shares

    0.15% of the 13F portfolio, value $386,542.

    13F-HR 0001824263-26-000003 filed by Bull Oak 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,323 shares

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 2,323 shares
    Change vs previous 13F -2,736 shares

    0.11% of the 13F portfolio, value $203,758.

    13F-HR 0001824263-25-000001 filed by Bull Oak 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 ended2024-09-30
    13F 5,059 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $423,084.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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