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Disclosery

West Wealth Group, LLC: SRE position timeline

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

West Wealth Group, LLC held 10,696 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,696 shares
    Change vs previous 13F -166 shares

    0.16% of the 13F portfolio, value $991,642.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 10,862 shares
    Change vs previous 13F +947 shares

    0.21% of the 13F portfolio, value $1,055,518.

    13F-HR 0001172661-26-001663 filed by West Wealth 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 ended2025-12-31
    13F 9,915 shares
    Change vs previous 13F -292 shares

    0.18% of the 13F portfolio, value $875,422.

    13F-HR 0001172661-26-000308 filed by West Wealth 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 ended2025-09-30
    13F 10,207 shares
    Change vs previous 13F +112 shares

    0.21% of the 13F portfolio, value $941,970.

    13F-HR 0001172661-25-004435 filed by West Wealth 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 ended2025-06-30
    13F 10,095 shares
    Change vs previous 13F +167 shares

    0.2% of the 13F portfolio, value $819,282.

    13F-HR 0001172661-25-003120 filed by West Wealth 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 ended2025-03-31
    13F 9,928 shares
    Change vs previous 13F -476 shares

    0.21% of the 13F portfolio, value $710,449.

    13F-HR 0001172661-25-001576 filed by West Wealth 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 ended2024-12-31
    13F 10,404 shares
    Change vs previous 13F -820 shares

    0.27% of the 13F portfolio, value $912,687.

    13F-HR 0001172661-25-000297 filed by West Wealth 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 ended2024-09-30
    13F 11,224 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $938,678.

    13F-HR 0001172661-24-004332 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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