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World Asset Management Inc: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of World Asset Management Inc on SRE, newest first. How the timeline and the estimate are built.

World Asset Management Inc held 8,203 SRE shares at 2021-09-30 per its 13F-HR filed 2021-11-10.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 8,203 shares
    Change vs previous 13F -395 shares

    0.1% of the 13F portfolio, value $1,038,000.

    13F-HR 0001389215-21-000006 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 8,598 shares
    Change vs previous 13F +417 shares

    0.1% of the 13F portfolio, value $1,139,000.

    13F-HR 0001389215-21-000005 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 8,181 shares
    Change vs previous 13F -162 shares

    0.1% of the 13F portfolio, value $1,125,000.

    13F-HR 0001389215-21-000004 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 8,343 shares
    Change vs previous 13F -448 shares

    0.1% of the 13F portfolio, value $1,063,000.

    13F-HR 0001389215-21-000002 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 8,791 shares
    Change vs previous 13F -110 shares

    0.11% of the 13F portfolio, value $1,041,000.

    13F-HR 0001389215-20-000004 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 8,901 shares
    Change vs previous 13F -3,771 shares

    0.12% of the 13F portfolio, value $1,043,000.

    13F-HR 0001389215-20-000003 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 12,672 shares
    Change vs previous 13F -5,792 shares

    0.13% of the 13F portfolio, value $1,432,000.

    13F-HR 0001389215-20-000002 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 18,464 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,797,000.

    13F-HR 0001389215-20-000001 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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