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Disclosery

Wilkerson Advisory Group LLC: SRE position timeline

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

Wilkerson Advisory Group LLC held 249 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $23,085.

    13F-HR 0002079661-26-000003 filed by Wilkerson Advisory 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 243 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $23,612.

    13F-HR 0002079661-26-000002 filed by Wilkerson Advisory 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 101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,917.

    13F-HR 0002079661-26-000001 filed by Wilkerson Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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