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Disclosery

WD RUTHERFORD LLC: SRE position timeline

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

WD RUTHERFORD LLC held 3,548 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,548 shares
    Change vs previous 13F +1,238 shares

    0.12% of the 13F portfolio, value $328,935.

    13F-HR 0001841015-26-000004 filed by WD RUTHERFORD 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 2,310 shares
    Change vs previous 13F +2,310 shares

    0.1% of the 13F portfolio, value $224,463.

    13F-HR 0001841015-26-000002 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,065 shares

    13F-HR 0001841015-25-000006 filed by WD RUTHERFORD 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.

  4. period ended2025-06-30
    13F 2,065 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $156,465.

    13F-HR 0001841015-25-000004 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

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