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Disclosery

Truvestments Capital LLC: SURG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truvestments Capital LLC on SURG, newest first. How the timeline and the estimate are built.

Truvestments Capital LLC held 3,276 SURG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,276 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,183.

    13F-HR 0001750405-26-000005 filed by Truvestments Capital 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 3,276 shares
    Change vs previous 13F -2,613 shares

    <0.01% of the 13F portfolio, value $2,460.

    13F-HR 0001750405-26-000004 filed by Truvestments Capital 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 5,889 shares
    Change vs previous 13F -430 shares

    <0.01% of the 13F portfolio, value $9,835.

    13F-HR 0001750405-26-000002 filed by Truvestments Capital 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 6,319 shares
    Change vs previous 13F -12,201 shares

    <0.01% of the 13F portfolio, value $17,756.

    13F-HR 0001750405-25-000009 filed by Truvestments Capital 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 18,520 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $57,597.

    13F-HR 0001750405-25-000005 filed by Truvestments Capital 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 19,370 shares
    Change vs previous 13F -82,632 shares

    0.01% of the 13F portfolio, value $40,096.

    13F-HR 0001750405-25-000004 filed by Truvestments Capital 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 102,002 shares
    Change vs previous 13F +17,056 shares

    0.05% of the 13F portfolio, value $181,564.

    13F-HR 0001750405-25-000002 filed by Truvestments Capital 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 84,946 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $156,301.

    13F-HR 0001750405-24-000010 filed by Truvestments Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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