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Livermore
Livermore
ZHEN

West Wealth Group, LLC

SEC CIK
0001923591
Latest filing
Aug 6, 2026

SRE holding history

Sempra in every 13F filed by West Wealth Group, 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)
10,696
Value
$991.6K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of SRE by West Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,696$991.6K0.2%−166−1.5%ReducedHolders
Q1 202610,862$1.06M0.2%+947+9.6%AddedHolders
Q4 20259,915$875.4K0.2%−292−2.9%ReducedHolders
Q3 202510,207$942.0K0.2%+112+1.1%AddedHolders
Q2 202510,095$819.3K0.2%+167+1.7%AddedHolders
Q1 20259,928$710.4K0.2%−476−4.6%ReducedHolders
Q4 202410,404$912.7K0.3%−820−7.3%ReducedHolders
Q3 202411,224$938.7K0.3%+90+0.8%AddedHolders
Q2 202411,134$846.9K0.3%+100+0.9%AddedHolders
Q1 202411,034$792.6K0.3%+87+0.8%AddedHolders
Q4 202310,947$818.1K0.3%+92+0.8%AddedHolders
Q3 202310,855$738.5K0.3%+87+0.8%AddedConverted for a 2-for-1 splitHolders
Q2 20235,384$783.9K0.3%+41+0.8%AddedHolders
Q1 20235,343$807.6K0.4%+38+0.7%AddedHolders
Q4 20225,305$819.9K0.4%+42+0.8%AddedHolders
Q3 20225,263$789.0K0.4%+40+0.8%AddedHolders
Q2 20225,223$785.0K0.4%+34+0.7%AddedHolders
Q1 20225,189$872.0K0.3%+42+0.8%AddedHolders
Q4 20215,147$680.0K0.3%–No prior filingHolders