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Disclosery

Fund Evaluation Group, LLC: SUSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fund Evaluation Group, LLC on SUSA, newest first. How the timeline and the estimate are built.

Fund Evaluation Group, LLC held 70,915 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,915 shares
    Change vs previous 13F +976 shares

    0.3% of the 13F portfolio, value $10,942,185.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, 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 69,939 shares
    Change vs previous 13F -57,777 shares

    0.28% of the 13F portfolio, value $9,238,942.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, 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 127,716 shares
    Change vs previous 13F -2,330 shares

    0.59% of the 13F portfolio, value $17,796,586.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, 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 130,046 shares
    Change vs previous 13F +5,960 shares

    0.64% of the 13F portfolio, value $17,640,740.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, 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 124,086 shares
    Change vs previous 13F -4,559 shares

    0.61% of the 13F portfolio, value $15,715,446.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, 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 128,645 shares
    Change vs previous 13F -13,999 shares

    0.64% of the 13F portfolio, value $14,764,490.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, 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 142,644 shares
    Change vs previous 13F -11,039 shares

    0.81% of the 13F portfolio, value $17,344,084.

    13F-HR 0001420506-25-000306 filed by Fund Evaluation Group, 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 153,683 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $18,499,000.

    13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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