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Disclosery

Five Pine Wealth Management: SUSC position timeline

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

Five Pine Wealth Management held 14,207 SUSC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,207 shares
    Change vs previous 13F +310 shares

    0.19% of the 13F portfolio, value $328,921.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    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 13,897 shares
    Change vs previous 13F +866 shares

    0.2% of the 13F portfolio, value $321,555.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    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 13,031 shares
    Change vs previous 13F +40 shares

    0.2% of the 13F portfolio, value $304,737.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    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 12,991 shares
    Change vs previous 13F +236 shares

    0.21% of the 13F portfolio, value $306,071.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    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 12,755 shares
    Change vs previous 13F +209 shares

    0.22% of the 13F portfolio, value $296,301.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    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 12,546 shares
    Change vs previous 13F +1,833 shares

    0.24% of the 13F portfolio, value $289,306.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    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 10,713 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $243,391.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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