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Disclosery

Gradient Investments LLC: SU position timeline

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

Gradient Investments LLC held 113,663 SU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 113,663 shares
    Change vs previous 13F -5,436 shares

    0.11% of the 13F portfolio, value $7,714,317.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,099 shares
    Change vs previous 13F +3,333 shares

    0.09% of the 13F portfolio, value $6,393,234.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 115,766 shares
    Change vs previous 13F +58,443 shares

    0.12% of the 13F portfolio, value $7,653,290.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 57,323 shares
    Change vs previous 13F +13,700 shares

    0.04% of the 13F portfolio, value $2,542,848.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,623 shares
    Change vs previous 13F +9,752 shares

    0.03% of the 13F portfolio, value $1,823,878.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,871 shares
    Change vs previous 13F +2,748 shares

    0.02% of the 13F portfolio, value $1,268,469.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,123 shares
    Change vs previous 13F -2,319 shares

    0.02% of the 13F portfolio, value $1,205,083.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,442 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,193,211.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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