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Disclosery

Von Berge Wealth Management Group, LLC: SRE position timeline

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

Von Berge Wealth Management Group, LLC held 0 SRE shares at 2025-09-30 per its 13F-HR filed 2025-10-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,260 shares

    13F-HR 0001085146-25-005787 filed by Von Berge Wealth Management Group, 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.

  2. period ended2025-06-30
    13F 3,260 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $260,120.

    13F-HR 0001085146-25-004146 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,254 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $242,504.

    13F-HR 0001085146-25-002380 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,248 shares
    Change vs previous 13F -96 shares

    0.16% of the 13F portfolio, value $270,567.

    13F-HR 0001085146-25-000847 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,344 shares
    Change vs previous 13F -271 shares

    0.18% of the 13F portfolio, value $295,128.

    13F-HR 0001085146-24-005557 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,615 shares
    Change vs previous 13F -499 shares

    0.17% of the 13F portfolio, value $271,043.

    13F-HR 0001085146-24-003181 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,114 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $295,535.

    13F-HR 0001085146-24-001777 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,114 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $310,200.

    13F-HR 0001085146-24-000358 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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