Modern Wealth Management, LLC: SUSA position timeline

Modern Wealth Management, LLC held 29,197 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 29,197 shares

   Change vs previous 13F -94 shares

   0.05% of the 13F portfolio, value $4,505,097.

   13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 29,291 shares

   Change vs previous 13F -1,508 shares

   0.07% of the 13F portfolio, value $3,900,682.

   13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 30,799 shares

   Change vs previous 13F +809 shares

   0.08% of the 13F portfolio, value $4,291,687.

   13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 29,990 shares

   Change vs previous 13F -4 shares

   0.08% of the 13F portfolio, value $4,068,144.

   13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 29,994 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $3,801,740.

   13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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