Integris Wealth Management, LLC: SUSB position timeline

Integris Wealth Management, LLC held 303,735 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 303,735 shares

   Change vs previous 13F +19,135 shares

   1.53% of the 13F portfolio, value $7,590,329.

   13F-HR 0002085853-26-000691 filed by Integris Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 284,600 shares

   Change vs previous 13F +10,554 shares

   1.64% of the 13F portfolio, value $7,133,504.

   13F-HR 0002085853-26-000341 filed by Integris Wealth Management, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 274,046 shares

   Change vs previous 13F +2,844 shares

   1.57% of the 13F portfolio, value $6,916,930.

   13F-HR 0002085853-26-000058 filed by Integris Wealth Management, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 271,202 shares

   Change vs previous 13F +3,605 shares

   1.67% of the 13F portfolio, value $6,864,126.

   13F-HR 0002085853-25-000091 filed by Integris Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 267,597 shares

   Change vs previous 13F -13,982 shares

   1.76% of the 13F portfolio, value $6,735,417.

   13F-HR 0001667731-25-000933 filed by Integris Wealth Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 281,579 shares

   Change vs previous 13F +2,257 shares

   2.01% of the 13F portfolio, value $7,036,650.

   13F-HR 0001667731-25-000494 filed by Integris Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 279,322 shares

   Change vs previous 13F +17,147 shares

   1.95% of the 13F portfolio, value $6,899,251.

   13F-HR 0001667731-25-000104 filed by Integris Wealth Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 262,175 shares

   Change vs previous 13F not available

   1.84% of the 13F portfolio, value $6,596,323.

   13F-HR 0001750852-24-000005 filed by Integris Wealth Management, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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