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Disclosery

Banque Cantonale Vaudoise: SRE position timeline

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

Banque Cantonale Vaudoise held 7,271 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,271 shares
    Change vs previous 13F -14,115 shares

    0.04% of the 13F portfolio, value $674,000.

    13F-HR 0001793755-26-000006 filed by Banque Cantonale Vaudoise
    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 21,386 shares
    Change vs previous 13F +488 shares

    0.08% of the 13F portfolio, value $2,077,000.

    13F-HR 0001793755-26-000005 filed by Banque Cantonale Vaudoise
    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 20,898 shares
    Change vs previous 13F +14,300 shares

    0.07% of the 13F portfolio, value $1,845,000.

    13F-HR 0001793755-26-000004 filed by Banque Cantonale Vaudoise
    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 6,598 shares
    Change vs previous 13F -6,364 shares

    0.02% of the 13F portfolio, value $594,000.

    13F-HR 0001793755-25-000010 filed by Banque Cantonale Vaudoise
    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 12,962 shares
    Change vs previous 13F -1,075 shares

    0.04% of the 13F portfolio, value $982,000.

    13F-HR 0001793755-25-000006 filed by Banque Cantonale Vaudoise
    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 14,037 shares
    Change vs previous 13F +14,037 shares

    0.04% of the 13F portfolio, value $1,002,000.

    13F-HR 0001793755-25-000003 filed by Banque Cantonale Vaudoise
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001793755-24-000009 filed by Banque Cantonale Vaudoise
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.