D.B. Root & Company, LLC: SRE position timeline

D.B. Root & Company, LLC held 4,687 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,687 shares

   Change vs previous 13F +26 shares

   0.09% of the 13F portfolio, value $434,532.

   13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,661 shares

   Change vs previous 13F +27 shares

   0.11% of the 13F portfolio, value $452,909.

   13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,634 shares

   Change vs previous 13F +8 shares

   0.1% of the 13F portfolio, value $409,136.

   13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,626 shares

   Change vs previous 13F +10 shares

   0.11% of the 13F portfolio, value $416,247.

   13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,616 shares

   Change vs previous 13F +86 shares

   0.1% of the 13F portfolio, value $349,754.

   13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,530 shares

   Change vs previous 13F -178 shares

   0.1% of the 13F portfolio, value $323,261.

   13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,708 shares

   Change vs previous 13F +17 shares

   0.13% of the 13F portfolio, value $412,986.

   13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,691 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $392,308.

   13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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