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Joel Adams & Associates, Inc.: SUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on SUSB, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 19,553 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,553 shares
    Change vs previous 13F +215 shares

    0.31% of the 13F portfolio, value $488,626.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 19,338 shares
    Change vs previous 13F +143 shares

    0.36% of the 13F portfolio, value $484,712.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 19,195 shares
    Change vs previous 13F +3,580 shares

    0.36% of the 13F portfolio, value $484,494.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 15,615 shares
    Change vs previous 13F +14 shares

    0.32% of the 13F portfolio, value $395,215.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 15,601 shares
    Change vs previous 13F +14 shares

    0.35% of the 13F portfolio, value $392,675.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 15,587 shares
    Change vs previous 13F -671 shares

    0.35% of the 13F portfolio, value $389,526.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 16,258 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $401,573.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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