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Disclosery

LPL Financial LLC: SUSL position timeline

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

LPL Financial LLC held 41,239 SUSL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,239 shares
    Change vs previous 13F +3,883 shares

    <0.01% of the 13F portfolio, value $5,474,894.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 37,356 shares
    Change vs previous 13F +11,303 shares

    <0.01% of the 13F portfolio, value $4,243,720.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 26,053 shares
    Change vs previous 13F +773 shares

    <0.01% of the 13F portfolio, value $3,159,321.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 25,280 shares
    Change vs previous 13F +2,080 shares

    <0.01% of the 13F portfolio, value $2,958,852.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 23,200 shares
    Change vs previous 13F +1,184 shares

    <0.01% of the 13F portfolio, value $2,513,720.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 22,016 shares
    Change vs previous 13F -1,539 shares

    <0.01% of the 13F portfolio, value $2,109,348.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 23,555 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $2,427,103.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 23,186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,353,879.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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