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Disclosery

HENNESSY ADVISORS INC: SU position timeline

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

HENNESSY ADVISORS INC held 116,500 SU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,500 shares
    Change vs previous 13F -8,360 shares

    0.2% of the 13F portfolio, value $6,253,720.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS INC
    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 124,860 shares
    Change vs previous 13F -12,000 shares

    0.3% of the 13F portfolio, value $8,254,495.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS INC
    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 136,860 shares
    Change vs previous 13F -7,300 shares

    0.22% of the 13F portfolio, value $6,071,110.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS INC
    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 144,160 shares
    Change vs previous 13F -13,600 shares

    0.21% of the 13F portfolio, value $6,027,330.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS INC
    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 157,760 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $5,908,112.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS INC
    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 157,760 shares
    Change vs previous 13F -10,800 shares

    0.2% of the 13F portfolio, value $6,108,467.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS INC
    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 168,560 shares
    Change vs previous 13F -5,500 shares

    0.18% of the 13F portfolio, value $6,014,221.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS INC
    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 174,060 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,426,295.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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