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Disclosery

HB Wealth Management, LLC: SUSA position timeline

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

HB Wealth Management, LLC held 20,081 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,081 shares
    Change vs previous 13F -145 shares

    0.02% of the 13F portfolio, value $3,098,598.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 20,226 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $2,671,929.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 20,207 shares
    Change vs previous 13F +123 shares

    0.02% of the 13F portfolio, value $2,815,781.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 20,084 shares
    Change vs previous 13F -2,290 shares

    0.02% of the 13F portfolio, value $2,724,522.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 22,374 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $2,835,982.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 22,319 shares
    Change vs previous 13F +6,678 shares

    0.02% of the 13F portfolio, value $2,563,821.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 15,641 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $1,901,790.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 15,640 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,882,661.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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