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Disclosery

HB Wealth Management, LLC: SUSL position timeline

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

HB Wealth Management, LLC held 23,443 SUSL 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 23,443 shares
    Change vs previous 13F +4,386 shares

    0.02% of the 13F portfolio, value $3,112,353.

    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 19,057 shares
    Change vs previous 13F +2,071 shares

    0.01% of the 13F portfolio, value $2,164,940.

    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 16,986 shares
    Change vs previous 13F +2,583 shares

    0.01% of the 13F portfolio, value $2,059,858.

    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 14,403 shares
    Change vs previous 13F +8,350 shares

    0.01% of the 13F portfolio, value $1,685,857.

    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 6,053 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $655,920.

    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 6,095 shares
    Change vs previous 13F +3,001 shares

    <0.01% of the 13F portfolio, value $583,982.

    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 3,094 shares
    Change vs previous 13F -141 shares

    <0.01% of the 13F portfolio, value $318,854.

    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 3,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $328,429.

    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).