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Invera Wealth Advisors, LLC: SUSC position timeline

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

Invera Wealth Advisors, LLC held 257,659 SUSC 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 257,659 shares
    Change vs previous 13F +14,568 shares

    3.2% of the 13F portfolio, value $5,965,167.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 243,091 shares
    Change vs previous 13F +7,115 shares

    3.61% of the 13F portfolio, value $5,624,567.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, 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 235,976 shares
    Change vs previous 13F -7,848 shares

    3.49% of the 13F portfolio, value $5,518,228.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, 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 243,824 shares
    Change vs previous 13F +3,770 shares

    3.54% of the 13F portfolio, value $5,744,493.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, 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 240,054 shares
    Change vs previous 13F +7,721 shares

    3.64% of the 13F portfolio, value $5,576,454.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, 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/A 232,333 shares
    Change vs previous 13F +5,705 shares

    3.46% of the 13F portfolio, value $5,357,599.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, 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 226,628 shares
    Change vs previous 13F +9,245 shares

    5.1% of the 13F portfolio, value $5,150,121.

    13F-HR 0001976780-25-000001 filed by Invera Wealth Advisors, 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 217,383 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $5,034,581.

    13F-HR 0001976780-24-000009 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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