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Disclosery

Westmount Partners, LLC: SRE position timeline

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

Westmount Partners, LLC held 9,449 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,449 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $876,017.

    13F-HR 0002051491-26-000004 filed by Westmount Partners, 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 9,449 shares
    Change vs previous 13F -421 shares

    0.23% of the 13F portfolio, value $918,159.

    13F-HR 0002051491-26-000003 filed by Westmount Partners, 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 9,870 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $871,407.

    13F-HR 0002051491-26-000001 filed by Westmount Partners, 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 9,870 shares
    Change vs previous 13F -4 shares

    0.23% of the 13F portfolio, value $880,981.

    13F-HR 0002051491-25-000017 filed by Westmount Partners, 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 9,874 shares
    Change vs previous 13F +32 shares

    0.21% of the 13F portfolio, value $748,140.

    13F-HR 0002051491-25-000015 filed by Westmount Partners, 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 9,842 shares
    Change vs previous 13F -646 shares

    0.21% of the 13F portfolio, value $702,313.

    13F-HR 0002051491-25-000013 filed by Westmount Partners, 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 10,488 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $920,036.

    13F-HR 0002051491-25-000002 filed by Westmount Partners, 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 10,488 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $877,139.

    13F-HR 0002051491-25-000001 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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