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Stonebridge Capital Advisors LLC: SRE position timeline

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

Stonebridge Capital Advisors LLC held 113,715 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,715 shares
    Change vs previous 13F +1,196 shares

    0.67% of the 13F portfolio, value $10,542,563.

    13F-HR 0001600035-26-000003 filed by Stonebridge Capital Advisors 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 112,519 shares
    Change vs previous 13F -898 shares

    0.77% of the 13F portfolio, value $10,933,506.

    13F-HR 0001600035-26-000002 filed by Stonebridge Capital Advisors 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 113,417 shares
    Change vs previous 13F +986 shares

    0.69% of the 13F portfolio, value $10,013,604.

    13F-HR 0001600035-26-000001 filed by Stonebridge Capital Advisors 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 112,431 shares
    Change vs previous 13F -1,412 shares

    0.72% of the 13F portfolio, value $10,116,536.

    13F-HR 0001600035-25-000005 filed by Stonebridge Capital Advisors 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 113,843 shares
    Change vs previous 13F -178 shares

    0.66% of the 13F portfolio, value $8,625,849.

    13F-HR 0001600035-25-000003 filed by Stonebridge Capital Advisors 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 114,021 shares
    Change vs previous 13F +71,448 shares

    0.66% of the 13F portfolio, value $8,136,543.

    13F-HR 0001600035-25-000002 filed by Stonebridge Capital Advisors 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 42,573 shares
    Change vs previous 13F +1,241 shares

    0.3% of the 13F portfolio, value $3,734,508.

    13F-HR 0001600035-25-000001 filed by Stonebridge Capital Advisors 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 41,332 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,456,633.

    13F-HR 0001600035-24-000006 filed by Stonebridge Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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