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Royal Fund Management, LLC: SU position timeline

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

Royal Fund Management, LLC held 80,190 SU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,190 shares
    Change vs previous 13F +3,111 shares

    0.36% of the 13F portfolio, value $4,304,599.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 77,079 shares
    Change vs previous 13F +17,792 shares

    0.49% of the 13F portfolio, value $5,095,693.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 59,287 shares
    Change vs previous 13F -32,056 shares

    0.24% of the 13F portfolio, value $2,629,973.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 91,343 shares
    Change vs previous 13F +2,123 shares

    0.46% of the 13F portfolio, value $3,819,029.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 89,220 shares
    Change vs previous 13F -3,441 shares

    0.36% of the 13F portfolio, value $3,341,323.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 92,661 shares
    Change vs previous 13F +8,701 shares

    0.43% of the 13F portfolio, value $3,587,834.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 83,960 shares
    Change vs previous 13F -69,698 shares

    0.33% of the 13F portfolio, value $2,995,693.

    13F-HR 0001172661-25-000229 filed by Royal Fund 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 153,658 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,673,040.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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