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Disclosery

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd: SU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd on SU, newest first. How the timeline and the estimate are built.

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held 408,759 SU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,759 shares
    Change vs previous 13F -104,392 shares

    3.06% of the 13F portfolio, value $31,188,000.

    13F-HR 0001140361-26-029580 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 513,151 shares
    Change vs previous 13F -23,158 shares

    3.67% of the 13F portfolio, value $34,466,000.

    13F-HR 0001140361-26-021020 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 536,309 shares
    Change vs previous 13F -21,403 shares

    2.78% of the 13F portfolio, value $32,672,000.

    13F-HR 0001140361-26-002932 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 557,712 shares
    Change vs previous 13F -47,877 shares

    2.58% of the 13F portfolio, value $23,201,000.

    13F-HR 0001140361-25-042212 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 605,589 shares
    Change vs previous 13F -12,671 shares

    2.5% of the 13F portfolio, value $22,664,000.

    13F-HR 0001140361-25-027283 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 618,260 shares
    Change vs previous 13F -9,074 shares

    3.04% of the 13F portfolio, value $23,940,000.

    13F-HR 0001135428-25-000017 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 627,334 shares
    Change vs previous 13F -7,000 shares

    2.71% of the 13F portfolio, value $22,392,000.

    13F-HR 0001135428-25-000004 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 634,334 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $23,429,000.

    13F-HR 0001135428-24-000277 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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