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Disclosery

WFA of San Diego, LLC: SRE position timeline

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

WFA of San Diego, LLC held 2,514 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,514 shares
    Change vs previous 13F -300 shares

    0.18% of the 13F portfolio, value $217,420.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 2,814 shares
    Change vs previous 13F -14,041 shares

    0.22% of the 13F portfolio, value $273,446.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 16,855 shares
    Change vs previous 13F -35 shares

    1.09% of the 13F portfolio, value $1,488,137.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 16,890 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,519,772.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 16,890 shares
    Change vs previous 13F +14,706 shares

    0.94% of the 13F portfolio, value $1,279,763.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,184 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $182,666.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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