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Gitterman Wealth Management, LLC: SBS position timeline

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

Gitterman Wealth Management, LLC held 38,295 SBS shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 38,295 shares
    Change vs previous 13F +14,362 shares

    0.22% of the 13F portfolio, value $953,212.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 23,933 shares
    Change vs previous 13F +11,685 shares

    0.12% of the 13F portfolio, value $525,850.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, 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 12,248 shares
    Change vs previous 13F +12,248 shares

    0.06% of the 13F portfolio, value $218,730.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, 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.