Position in SU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,581
-$3,144 QoQ
Shares Held
253
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 751 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $8,007,107 across 7 Oil & Gas Integrated names. SU ranks #6 (0.2% of the industry book) .
All Filings in SU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,581 | 253 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,725 | 253 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,223 | 253 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $10,577 | 253 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,980 | 133 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||