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Level Financial Advisors: SUSB position timeline

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

Level Financial Advisors held 35,262 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,262 shares
    Change vs previous 13F +415 shares

    0.2% of the 13F portfolio, value $881,190.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 34,847 shares
    Change vs previous 13F +21 shares

    0.22% of the 13F portfolio, value $873,433.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 34,826 shares
    Change vs previous 13F +297 shares

    0.23% of the 13F portfolio, value $879,001.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 34,529 shares
    Change vs previous 13F -1,657 shares

    0.25% of the 13F portfolio, value $873,922.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 36,186 shares
    Change vs previous 13F -794 shares

    0.28% of the 13F portfolio, value $910,794.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 36,980 shares
    Change vs previous 13F -275 shares

    0.31% of the 13F portfolio, value $924,141.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 37,255 shares
    Change vs previous 13F +8,064 shares

    0.34% of the 13F portfolio, value $920,210.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 29,191 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $734,448.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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