NorthCrest Asset Manangement, LLC: SRE position timeline

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

NorthCrest Asset Manangement, LLC held 8,380 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 8,380 shares
Change vs previous 13F +5,888 shares
0.02% of the 13F portfolio, value $671,090.
13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
Accepted 2026-10-09 23:03:10 UTC, ingested 2026-10-13 10:01:14 UTC
period ended2026-06-30
13F 2,492 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $235,779.
13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
Filed 2026-07-15 (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).