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Disclosery

DAVENPORT & Co LLC: SUI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on SUI, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 27,457 SUI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,457 shares
    Change vs previous 13F -1,320 shares

    0.02% of the 13F portfolio, value $3,294,450.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    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 28,777 shares
    Change vs previous 13F -1,152 shares

    0.02% of the 13F portfolio, value $3,625,103.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    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 29,929 shares
    Change vs previous 13F -518 shares

    0.02% of the 13F portfolio, value $3,710,967.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    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 30,447 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $3,927,809.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    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 30,496 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $3,857,649.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 30,467 shares
    Change vs previous 13F -627 shares

    0.02% of the 13F portfolio, value $3,921,821.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,094 shares
    Change vs previous 13F -815 shares

    0.02% of the 13F portfolio, value $3,823,168.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 31,909 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,313,798.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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