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Delta Investment Management, LLC: SU position timeline

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

Delta Investment Management, LLC held 17,194 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,194 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $922,974.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, 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 17,194 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,136,695.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, 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 17,194 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $762,726.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, 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 17,194 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $718,881.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, 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 17,194 shares
    Change vs previous 13F -3,113 shares

    0.12% of the 13F portfolio, value $643,915.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, 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 20,307 shares
    Change vs previous 13F -595 shares

    0.16% of the 13F portfolio, value $786,287.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, 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 20,902 shares
    Change vs previous 13F +1,226 shares

    0.15% of the 13F portfolio, value $745,783.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, 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 19,676 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $726,438.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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