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Aprio Wealth Management, LLC: SUSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aprio Wealth Management, LLC on SUSA, newest first. How the timeline and the estimate are built.

Aprio Wealth Management, LLC held 17,990 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,990 shares
    Change vs previous 13F -160 shares

    0.14% of the 13F portfolio, value $2,775,812.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
    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 18,150 shares
    Change vs previous 13F -15,057 shares

    0.13% of the 13F portfolio, value $2,397,656.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
    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 33,207 shares
    Change vs previous 13F +15,516 shares

    0.27% of the 13F portfolio, value $4,627,175.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
    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 17,691 shares
    Change vs previous 13F +99 shares

    0.24% of the 13F portfolio, value $2,399,766.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
    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 17,592 shares
    Change vs previous 13F -239 shares

    0.25% of the 13F portfolio, value $2,229,814.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, LLC
    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 17,831 shares
    Change vs previous 13F +17 shares

    0.26% of the 13F portfolio, value $2,048,276.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
    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 17,814 shares
    Change vs previous 13F +2,446 shares

    0.32% of the 13F portfolio, value $2,166,001.

    13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
    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 15,368 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,849,876.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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