BBJS FINANCIAL ADVISORS, LLC: SUSA position timeline

BBJS FINANCIAL ADVISORS, LLC held 3,446 SUSA shares at 2024-09-30 per its 13F-HR filed 2024-10-15.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 3,446 shares

   Change vs previous 13F +13 shares

   0.15% of the 13F portfolio, value $414,801.

   13F-HR 0001966040-24-000005 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 3,433 shares

   Change vs previous 13F +506 shares

   0.14% of the 13F portfolio, value $385,811.

   13F-HR 0001966040-24-000004 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 2,927 shares

   Change vs previous 13F -341 shares

   0.11% of the 13F portfolio, value $319,503.

   13F-HR 0001966040-24-000002 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 3,268 shares

   Change vs previous 13F +225 shares

   0.11% of the 13F portfolio, value $328,447.

   13F-HR 0001966040-24-000001 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-02-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 3,043 shares

   Change vs previous 13F -410 shares

   0.1% of the 13F portfolio, value $273,749.

   13F-HR 0001966040-23-000004 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2023-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 3,453 shares

   Change vs previous 13F -151 shares

   0.13% of the 13F portfolio, value $323,327.

   13F-HR 0001966040-23-000003 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2023-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 3,604 shares

   Change vs previous 13F +482 shares

   0.13% of the 13F portfolio, value $316,280.

   13F-HR 0001966040-23-000002 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2023-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 3,122 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $256,976.

   13F-HR 0001966040-23-000001 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2023-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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