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GeoWealth Management, LLC: SUSL position timeline

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

GeoWealth Management, LLC held 43,947 SUSL 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 43,947 shares
    Change vs previous 13F -7,100 shares

    0.18% of the 13F portfolio, value $5,834,398.

    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 51,047 shares
    Change vs previous 13F -5,392 shares

    0.21% of the 13F portfolio, value $5,799,002.

    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 56,439 shares
    Change vs previous 13F -30,355 shares

    0.25% of the 13F portfolio, value $6,844,201.

    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 86,794 shares
    Change vs previous 13F -7,927 shares

    0.37% of the 13F portfolio, value $10,158,743.

    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 94,721 shares
    Change vs previous 13F -16,627 shares

    0.4% of the 13F portfolio, value $10,263,105.

    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 111,348 shares
    Change vs previous 13F -23,758 shares

    0.43% of the 13F portfolio, value $10,668,269.

    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 135,106 shares
    Change vs previous 13F -32,917 shares

    0.46% of the 13F portfolio, value $13,921,345.

    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 168,023 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $17,057,660.

    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).