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Disclosery

Allworth Financial LP: SUSL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SUSL, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 193,400 SUSL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,400 shares
    Change vs previous 13F +2,593 shares

    0.11% of the 13F portfolio, value $25,675,750.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 190,807 shares
    Change vs previous 13F -761 shares

    0.09% of the 13F portfolio, value $21,676,136.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 191,568 shares
    Change vs previous 13F -5,333 shares

    0.1% of the 13F portfolio, value $23,230,759.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 196,901 shares
    Change vs previous 13F +7,158 shares

    0.1% of the 13F portfolio, value $23,046,153.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 189,743 shares
    Change vs previous 13F +1,393 shares

    0.1% of the 13F portfolio, value $20,558,641.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 188,350 shares
    Change vs previous 13F +1,733 shares

    0.1% of the 13F portfolio, value $17,721,808.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 186,617 shares
    Change vs previous 13F -8,521 shares

    0.11% of the 13F portfolio, value $20,046,375.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 195,138 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $19,810,374.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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