LGT Financial Advisors LLC

SEC CIK: 0001965191
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SU holding history

Suncor Energy Inc in every 13F filed by LGT Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SU overview All 13F holders of SU Full Q2 2026 holdings

Shares (Q2 2026): 507
Value: $27.2K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2023

Holdings of SU by LGT Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	507	$27.2K	0.1%	+4+0.8%	Added	Holders
Q1 2026	503	$33.3K	0.2%	+503	New	Holders
Q4 2023	0	$0	0.0%	−54−100.0%	Sold out	Holders
Q3 2023	54	$1.86K	<0.1%	+54	New	Holders