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Rappaport Reiches Capital Management, LLC: SRE position timeline

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

Rappaport Reiches Capital Management, LLC held 2,853 SRE shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,853 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $203,590.

    13F-HR 0001990195-25-000002 filed by Rappaport Reiches Capital 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 ended2024-12-31
    13F 2,820 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $247,370.

    13F-HR 0001990195-25-000001 filed by Rappaport Reiches Capital 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 ended2024-09-30
    13F 2,814 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $235,335.

    13F-HR 0001990195-24-000008 filed by Rappaport Reiches Capital 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 ended2024-06-30
    13F 2,812 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $213,881.

    13F-HR 0001990195-24-000006 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 2,793 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $200,621.

    13F-HR 0001990195-24-000005 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 2,791 shares
    Change vs previous 13F +2,791 shares

    0.08% of the 13F portfolio, value $208,571.

    13F-HR 0001990195-24-000002 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -1,389 shares

    13F-HR 0001990195-23-000013 filed by Rappaport Reiches Capital 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.

  8. period ended2023-06-30
    13F 1,389 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $202,225.

    13F-HR 0001990195-23-000011 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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