Skip to content
Disclosery

Fingerlakes Wealth Management, Inc.: SUSA position timeline

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

Fingerlakes Wealth Management, Inc. held 20,132 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,132 shares
    Change vs previous 13F +1,343 shares

    1.67% of the 13F portfolio, value $3,106,436.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 18,789 shares
    Change vs previous 13F +323 shares

    1.65% of the 13F portfolio, value $2,482,059.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 18,466 shares
    Change vs previous 13F +887 shares

    1.64% of the 13F portfolio, value $2,573,085.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, 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 17,579 shares
    Change vs previous 13F +359 shares

    1.56% of the 13F portfolio, value $2,384,545.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 17,220 shares
    Change vs previous 13F +31 shares

    1.63% of the 13F portfolio, value $2,182,681.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 17,189 shares
    Change vs previous 13F +683 shares

    1.68% of the 13F portfolio, value $1,974,508.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 16,506 shares
    Change vs previous 13F +674 shares

    1.62% of the 13F portfolio, value $2,006,994.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
    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 15,832 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,905,677.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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