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Disclosery

Ethic Inc.: SRE position timeline

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

Ethic Inc. held 117,096 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,096 shares
    Change vs previous 13F -3,880 shares

    0.14% of the 13F portfolio, value $10,855,938.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 120,976 shares
    Change vs previous 13F -3,769 shares

    0.18% of the 13F portfolio, value $11,755,247.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 124,745 shares
    Change vs previous 13F -419 shares

    0.17% of the 13F portfolio, value $11,013,704.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 125,164 shares
    Change vs previous 13F +5,750 shares

    0.19% of the 13F portfolio, value $11,262,252.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 119,414 shares
    Change vs previous 13F -490 shares

    0.16% of the 13F portfolio, value $8,999,059.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 119,904 shares
    Change vs previous 13F -39,884 shares

    0.17% of the 13F portfolio, value $8,580,333.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 159,788 shares
    Change vs previous 13F +83,028 shares

    0.28% of the 13F portfolio, value $14,016,593.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 76,760 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,513,689.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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