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GeoWealth Management, LLC: SUSC position timeline

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

GeoWealth Management, LLC held 153,203 SUSC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,203 shares
    Change vs previous 13F +8,930 shares

    0.11% of the 13F portfolio, value $3,546,870.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 144,273 shares
    Change vs previous 13F +776 shares

    0.12% of the 13F portfolio, value $3,338,140.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 143,497 shares
    Change vs previous 13F +24,090 shares

    0.12% of the 13F portfolio, value $3,355,634.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 119,407 shares
    Change vs previous 13F +18,767 shares

    0.1% of the 13F portfolio, value $2,813,229.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 100,640 shares
    Change vs previous 13F +29,884 shares

    0.09% of the 13F portfolio, value $2,337,866.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 70,756 shares
    Change vs previous 13F +32,932 shares

    0.07% of the 13F portfolio, value $1,631,633.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 37,824 shares
    Change vs previous 13F +36,429 shares

    0.03% of the 13F portfolio, value $859,360.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 1,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,189.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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