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Disclosery

Net Worth Advisory Group: SU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on SU, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 9,291 SU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,291 shares
    Change vs previous 13F +2,401 shares

    0.13% of the 13F portfolio, value $498,754.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 6,890 shares
    Change vs previous 13F -56 shares

    0.09% of the 13F portfolio, value $455,473.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 6,946 shares
    Change vs previous 13F +171 shares

    0.06% of the 13F portfolio, value $308,104.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 6,775 shares
    Change vs previous 13F -7,858 shares

    0.08% of the 13F portfolio, value $283,245.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 14,633 shares
    Change vs previous 13F +7,424 shares

    0.12% of the 13F portfolio, value $548,021.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 7,209 shares
    Change vs previous 13F -319 shares

    0.09% of the 13F portfolio, value $279,145.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 7,528 shares
    Change vs previous 13F -230 shares

    0.08% of the 13F portfolio, value $268,609.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 7,758 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $286,435.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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