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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

SRE holding history

Sempra in every 13F filed by RSM US Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2026)
21,603
Value
$2.00M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SRE by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,603$2.00M<0.1%+1,259+6.2%AddedHolders
Q1 202620,344$1.99M<0.1%+1,163+6.1%AddedHolders
Q4 202519,181$1.71M<0.1%−583−2.9%ReducedHolders
Q3 202519,764$1.78M<0.1%−1,496−7.0%ReducedHolders
Q2 202521,260$1.63M<0.1%−1,469−6.5%ReducedHolders
Q1 202522,729$1.64M<0.1%−3,921−14.7%ReducedHolders
Q4 202426,650$2.35M<0.1%−698−2.6%ReducedHolders
Q3 202427,348$2.31M<0.1%+2,971+12.2%AddedHolders
Q2 202424,377$1.83M<0.1%+10,945+81.5%AddedHolders
Q1 202413,432$964.6K<0.1%+1,171+9.6%AddedHolders
Q4 202312,261$918.0K<0.1%+5,869+91.8%AddedHolders
Q3 20236,392$434.9K<0.1%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q2 20233,205$466.7K<0.1%+11+0.3%AddedHolders
Q1 20233,194$482.8K<0.1%+3,194NewHolders
Q2 20220$00.0%−2,701−100.0%Sold outHolders
Q1 20222,701$454.0K<0.1%−6−0.2%ReducedHolders
Q4 20212,707$358.0K<0.1%−28−1.0%ReducedHolders
Q3 20212,735$346.0K<0.1%+5+0.2%AddedHolders
Q2 20212,730$362.0K<0.1%+6+0.2%AddedHolders
Q1 20212,724$361.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.