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Accredited Investors Inc.: SUSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Investors Inc. on SUSA, newest first. How the timeline and the estimate are built.

Accredited Investors Inc. held 52,268 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,268 shares
    Change vs previous 13F -693 shares

    0.35% of the 13F portfolio, value $8,064,976.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 52,961 shares
    Change vs previous 13F +2,265 shares

    0.38% of the 13F portfolio, value $6,996,120.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 50,696 shares
    Change vs previous 13F -5,939 shares

    0.38% of the 13F portfolio, value $7,064,238.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 56,635 shares
    Change vs previous 13F +1,051 shares

    0.43% of the 13F portfolio, value $7,682,561.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    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 55,584 shares
    Change vs previous 13F -4,149 shares

    0.42% of the 13F portfolio, value $7,045,222.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    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 59,733 shares
    Change vs previous 13F -235 shares

    0.43% of the 13F portfolio, value $6,861,542.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    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 59,968 shares
    Change vs previous 13F -1,952 shares

    0.43% of the 13F portfolio, value $7,291,453.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    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/A 61,920 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,453,328.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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