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Bluespring Wealth Management, LLC: SUSL position timeline

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

Bluespring Wealth Management, LLC held 18,022 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 18,022 shares
    Change vs previous 13F +6,436 shares

    0.05% of the 13F portfolio, value $2,392,601.

    13F-HR 0001557485-26-000004 filed by Bluespring 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 11,586 shares
    Change vs previous 13F +2,742 shares

    0.11% of the 13F portfolio, value $1,316,200.

    13F-HR 0001085146-26-000355 filed by Bluespring 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 8,844 shares
    Change vs previous 13F -3,085 shares

    0.09% of the 13F portfolio, value $1,072,480.

    13F-HR 0001085146-26-000135 filed by Bluespring 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 11,929 shares
    Change vs previous 13F -81 shares

    0.12% of the 13F portfolio, value $1,396,220.

    13F-HR 0001085146-25-005984 filed by Bluespring 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 12,010 shares
    Change vs previous 13F +1,100 shares

    0.12% of the 13F portfolio, value $1,301,284.

    13F-HR 0001085146-25-004561 filed by Bluespring 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 10,910 shares
    Change vs previous 13F -119 shares

    0.11% of the 13F portfolio, value $1,045,288.

    13F-HR 0001085146-25-002598 filed by Bluespring 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 11,029 shares
    Change vs previous 13F -1,505 shares

    0.12% of the 13F portfolio, value $1,136,429.

    13F-HR 0001085146-25-000683 filed by Bluespring 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 12,534 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,272,452.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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