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Disclosery

ADVISOR PARTNERS LLC: SU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISOR PARTNERS LLC on SU, newest first. How the timeline and the estimate are built.

ADVISOR PARTNERS LLC held 9,029 SU shares at 2022-06-30 per its 13F-HR filed 2022-08-11.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 9,029 shares
    Change vs previous 13F +1,051 shares

    0.02% of the 13F portfolio, value $317,000.

    13F-HR 0001725547-22-000146 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 7,978 shares
    Change vs previous 13F -1,671 shares

    0.02% of the 13F portfolio, value $260,000.

    13F-HR 0001456114-22-000004 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 9,649 shares
    Change vs previous 13F +9,649 shares

    0.01% of the 13F portfolio, value $242,000.

    13F-HR 0001456114-22-000001 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 0 shares
    Change vs previous 13F -9,978 shares

    13F-HR 0001456114-21-000008 filed by ADVISOR PARTNERS LLC
    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.

  5. period ended2021-06-30
    13F 9,978 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $239,000.

    13F-HR 0001456114-21-000007 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F/A 9,943 shares
    Change vs previous 13F +9,943 shares

    0.01% of the 13F portfolio, value $208,000.

    13F-HR/A 0001456114-21-000004 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F/A 0 shares
    Change vs previous 13F not available

    13F-HR/A 0001456114-20-000008 filed by ADVISOR PARTNERS LLC
    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.