Position in SGU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$49,369
+$2,153 QoQ
Shares Held
3,845
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#48
of 72 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026High Note Wealth, LLC holds $102,712 across 6 Oil & Gas Refining & Marketing names. SGU ranks #1 (48.1% of the industry book) .
All Filings in SGU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,369 | 3,845 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $47,216 | 3,845 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $45,524 | 3,845 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $45,486 | 3,845 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $44,986 | 3,845 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $50,677 | 3,845 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $44,371 | 3,845 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||