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Disclosery

Wahed Invest LLC: SRE position timeline

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

Wahed Invest LLC held 15,560 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,560 shares
    Change vs previous 13F -920 shares

    0.15% of the 13F portfolio, value $1,442,568.

    13F-HR 0001763146-26-000003 filed by Wahed Invest 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 16,480 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,601,362.

    13F-HR 0001763146-26-000002 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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