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Disclosery

WHITTIER TRUST CO: SRE position timeline

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

WHITTIER TRUST CO held 14,069 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,069 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $1,307,714.

    13F-HR 0001999371-26-016070 filed by WHITTIER TRUST CO
    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 14,233 shares
    Change vs previous 13F -133 shares

    0.02% of the 13F portfolio, value $1,394,976.

    13F-HR 0001999371-26-009263 filed by WHITTIER TRUST CO
    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 14,366 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $1,259,898.

    13F-HR 0001999371-26-001643 filed by WHITTIER TRUST CO
    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 14,666 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,341,059.

    13F-HR 0001999371-25-016642 filed by WHITTIER TRUST CO
    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 14,666 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $1,111,239.

    13F-HR 0001999371-25-010244 filed by WHITTIER TRUST CO
    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 14,694 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $1,048,557.

    13F-HR 0001999371-25-005288 filed by WHITTIER TRUST CO
    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 14,759 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $1,294,654.

    13F-HR 0001839882-25-008230 filed by WHITTIER TRUST CO
    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 14,852 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,242,067.

    13F-HR 0001999371-24-013629 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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