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Savant Capital, LLC: SU position timeline

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

Savant Capital, LLC held 115,278 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,278 shares
    Change vs previous 13F +95,864 shares

    0.02% of the 13F portfolio, value $7,246,224.

    13F-HR 0001482880-26-000014 filed by Savant 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 19,414 shares
    Change vs previous 13F +2,101 shares

    0.01% of the 13F portfolio, value $1,283,436.

    13F-HR 0001482880-26-000009 filed by Savant 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 17,313 shares
    Change vs previous 13F +3,677 shares

    <0.01% of the 13F portfolio, value $768,015.

    13F-HR 0001482880-26-000005 filed by Savant 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/A 13,636 shares
    Change vs previous 13F +1,062 shares

    <0.01% of the 13F portfolio, value $570,105.

    13F-HR/A 0001482880-26-000008 filed by Savant 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/A 12,574 shares
    Change vs previous 13F +4,676 shares

    <0.01% of the 13F portfolio, value $470,903.

    13F-HR/A 0001482880-26-000007 filed by Savant 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/A 7,898 shares
    Change vs previous 13F -856 shares

    <0.01% of the 13F portfolio, value $305,811.

    13F-HR/A 0001482880-26-000006 filed by Savant 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 8,754 shares
    Change vs previous 13F +1,900 shares

    <0.01% of the 13F portfolio, value $312,343.

    13F-HR 0001085146-25-000573 filed by Savant 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 6,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $253,050.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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