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Aufman Associates Inc: SUSA position timeline

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

Aufman Associates Inc held 2,694 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,694 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $415,699.

    13F-HR 0001801573-26-000003 filed by Aufman Associates 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 2,692 shares
    Change vs previous 13F +111 shares

    0.17% of the 13F portfolio, value $355,629.

    13F-HR 0001801573-26-000002 filed by Aufman Associates 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 2,581 shares
    Change vs previous 13F -8 shares

    0.18% of the 13F portfolio, value $359,647.

    13F-HR 0001801573-26-000001 filed by Aufman Associates 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 2,589 shares
    Change vs previous 13F -26 shares

    0.2% of the 13F portfolio, value $351,181.

    13F-HR 0001801573-25-000007 filed by Aufman Associates 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 2,615 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $331,432.

    13F-HR 0001801573-25-000004 filed by Aufman Associates 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 2,611 shares
    Change vs previous 13F +6 shares

    0.21% of the 13F portfolio, value $299,939.

    13F-HR 0001801573-25-000002 filed by Aufman Associates 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 2,605 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $316,694.

    13F-HR 0001801573-25-000001 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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