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Kondo Wealth Advisors, Inc.: SUSB position timeline

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

Kondo Wealth Advisors, Inc. held 71,253 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,253 shares
    Change vs previous 13F -10,114 shares

    0.6% of the 13F portfolio, value $1,780,613.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, 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 81,367 shares
    Change vs previous 13F -998 shares

    0.77% of the 13F portfolio, value $2,039,464.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, 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 82,365 shares
    Change vs previous 13F -20,322 shares

    0.8% of the 13F portfolio, value $2,078,895.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, 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 102,687 shares
    Change vs previous 13F -3,613 shares

    1.05% of the 13F portfolio, value $2,599,008.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, 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 106,300 shares
    Change vs previous 13F -27,010 shares

    1.18% of the 13F portfolio, value $2,663,878.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, 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 133,310 shares
    Change vs previous 13F -17,299 shares

    1.64% of the 13F portfolio, value $3,331,417.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, 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 150,609 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,720,042.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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