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FSA WEALTH PARTNERS, INC.: SUSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSA WEALTH PARTNERS, INC. on SUSA, newest first. How the timeline and the estimate are built.

FSA WEALTH PARTNERS, INC. held 19,329 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,329 shares
    Change vs previous 13F +12,482 shares

    0.75% of the 13F portfolio, value $2,982,465.

    13F-HR 0001705819-26-000048 filed by FSA WEALTH PARTNERS, 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 6,847 shares
    Change vs previous 13F -6,372 shares

    0.43% of the 13F portfolio, value $904,489.

    13F-HR 0001705819-26-000030 filed by FSA WEALTH PARTNERS, 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 13,219 shares
    Change vs previous 13F -152 shares

    0.66% of the 13F portfolio, value $1,842,002.

    13F-HR 0001705819-26-000017 filed by FSA WEALTH PARTNERS, 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 13,371 shares
    Change vs previous 13F -38 shares

    0.7% of the 13F portfolio, value $1,813,776.

    13F-HR 0001705819-25-000074 filed by FSA WEALTH PARTNERS, 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 13,409 shares
    Change vs previous 13F -932 shares

    0.82% of the 13F portfolio, value $1,699,591.

    13F-HR 0001705819-25-000048 filed by FSA WEALTH PARTNERS, 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 14,341 shares
    Change vs previous 13F -8,338 shares

    0.62% of the 13F portfolio, value $1,647,351.

    13F-HR 0001705819-25-000037 filed by FSA WEALTH PARTNERS, 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 22,679 shares
    Change vs previous 13F +7,209 shares

    0.65% of the 13F portfolio, value $2,757,540.

    13F-HR 0001705819-25-000019 filed by FSA WEALTH PARTNERS, 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 15,470 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,862,124.

    13F-HR 0001705819-24-000062 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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