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Strategic Global Advisors, LLC: SU position timeline

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

Strategic Global Advisors, LLC held 7,660 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,660 shares
    Change vs previous 13F -20,442 shares

    0.06% of the 13F portfolio, value $411,189.

    13F-HR 0001580212-26-000004 filed by Strategic Global Advisors, 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 28,102 shares
    Change vs previous 13F +5,058 shares

    0.3% of the 13F portfolio, value $1,857,823.

    13F-HR 0001580212-26-000003 filed by Strategic Global Advisors, 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 23,044 shares
    Change vs previous 13F +12,470 shares

    0.16% of the 13F portfolio, value $1,022,232.

    13F-HR 0001580212-26-000002 filed by Strategic Global Advisors, 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 10,574 shares
    Change vs previous 13F -1,020 shares

    0.07% of the 13F portfolio, value $442,099.

    13F-HR 0001580212-25-000003 filed by Strategic Global Advisors, 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 11,594 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $434,195.

    13F-HR 0001085146-25-005131 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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