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McClarren Financial Advisors, Inc.: SUSA position timeline

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

McClarren Financial Advisors, Inc. held 6,944 SUSA shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,944 shares
    Change vs previous 13F +9 shares

    0.55% of the 13F portfolio, value $1,081,057.

    13F-HR 0001214659-26-012936 filed by McClarren Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,935 shares
    Change vs previous 13F +8 shares

    0.55% of the 13F portfolio, value $1,070,073.

    13F-HR 0001214659-26-008656 filed by McClarren Financial 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 ended2026-03-31
    13F 6,927 shares
    Change vs previous 13F +4,021 shares

    0.54% of the 13F portfolio, value $915,089.

    13F-HR 0001214659-26-004716 filed by McClarren Financial 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 ended2025-12-31
    13F 2,906 shares
    Change vs previous 13F -1,604 shares

    0.58% of the 13F portfolio, value $963,878.

    13F-HR 0001214659-26-000385 filed by McClarren Financial 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 ended2025-09-30
    13F 4,510 shares
    Change vs previous 13F -2,620 shares

    0.59% of the 13F portfolio, value $968,637.

    13F-HR 0001214659-25-014963 filed by McClarren Financial 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 ended2025-06-30
    13F 7,130 shares
    Change vs previous 13F +2,662 shares

    0.59% of the 13F portfolio, value $903,708.

    13F-HR 0001214659-25-011634 filed by McClarren Financial 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 ended2025-03-31
    13F 4,468 shares
    Change vs previous 13F +125 shares

    0.54% of the 13F portfolio, value $817,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,343 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $528,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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