SHELTON WEALTH MANAGEMENT, LLC: SRE position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 12,007 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 12,007 shares
Change vs previous 13F +4,028 shares
0.44% of the 13F portfolio, value $1,113,169.
13F-HR 0001725547-26-000222 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed 2026-07-13 (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).
period ended2026-03-31
13F 7,979 shares
Change vs previous 13F not available
0.34% of the 13F portfolio, value $775,319.
13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).