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Disclosery

Mattson Financial Services, LLC: SU position timeline

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

Mattson Financial Services, LLC held 5,539 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,539 shares
    Change vs previous 13F -269 shares

    0.07% of the 13F portfolio, value $336,107.

    13F-HR 0002034595-26-000003 filed by Mattson Financial Services, 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 5,808 shares
    Change vs previous 13F +5,808 shares

    0.09% of the 13F portfolio, value $383,967.

    13F-HR 0002034595-26-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -144 shares

    13F-HR 0002034595-25-000003 filed by Mattson Financial Services, 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.

  4. period ended2025-03-31
    13F 144 shares
    Change vs previous 13F -1,187 shares

    <0.01% of the 13F portfolio, value $5,575.

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,331 shares
    Change vs previous 13F -832 shares

    0.02% of the 13F portfolio, value $49,141.

    13F-HR 0002034595-25-000001 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,163 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $82,410.

    13F-HR 0002034595-24-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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