Skip to content
Disclosery

GREENWOOD CAPITAL ASSOCIATES LLC: SRE position timeline

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

GREENWOOD CAPITAL ASSOCIATES LLC held 21,624 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,624 shares
    Change vs previous 13F +2,206 shares

    0.2% of the 13F portfolio, value $2,004,761.

    13F-HR 0001161822-26-000004 filed by GREENWOOD CAPITAL ASSOCIATES 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 19,418 shares
    Change vs previous 13F +292 shares

    0.21% of the 13F portfolio, value $1,886,847.

    13F-HR 0001161822-26-000003 filed by GREENWOOD CAPITAL ASSOCIATES 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 19,126 shares
    Change vs previous 13F +930 shares

    0.18% of the 13F portfolio, value $1,688,635.

    13F-HR 0001161822-26-000002 filed by GREENWOOD CAPITAL ASSOCIATES 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 18,196 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $1,637,276.

    13F-HR 0001161822-25-000010 filed by GREENWOOD CAPITAL ASSOCIATES 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 18,191 shares
    Change vs previous 13F +2,483 shares

    0.17% of the 13F portfolio, value $1,378,332.

    13F-HR 0001161822-25-000005 filed by GREENWOOD CAPITAL ASSOCIATES 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 15,708 shares
    Change vs previous 13F +1,629 shares

    0.15% of the 13F portfolio, value $1,120,923.

    13F-HR 0001161822-25-000003 filed by GREENWOOD CAPITAL ASSOCIATES 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 14,079 shares
    Change vs previous 13F +165 shares

    0.16% of the 13F portfolio, value $1,235,010.

    13F-HR 0001161822-25-000002 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    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 13,914 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,163,628.

    13F-HR 0001161822-24-000014 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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