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Wealthfront Advisers LLC: SRE position timeline

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

Wealthfront Advisers LLC held 42,756 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,756 shares
    Change vs previous 13F -1,835 shares

    0.01% of the 13F portfolio, value $3,963,909.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 44,591 shares
    Change vs previous 13F +7,169 shares

    0.01% of the 13F portfolio, value $4,332,907.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 37,422 shares
    Change vs previous 13F +2,585 shares

    0.01% of the 13F portfolio, value $3,303,988.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 34,837 shares
    Change vs previous 13F +2,977 shares

    0.01% of the 13F portfolio, value $3,134,633.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 31,860 shares
    Change vs previous 13F +7,617 shares

    0.01% of the 13F portfolio, value $2,414,032.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 24,243 shares
    Change vs previous 13F -24,359 shares

    <0.01% of the 13F portfolio, value $1,729,981.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 48,602 shares
    Change vs previous 13F +7,315 shares

    0.01% of the 13F portfolio, value $4,263,367.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers 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 41,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,452,832.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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