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NewEdge Advisors, LLC: SUSA position timeline

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

NewEdge Advisors, LLC held 53,342 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,342 shares
    Change vs previous 13F -2,217 shares

    0.02% of the 13F portfolio, value $8,230,674.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 55,559 shares
    Change vs previous 13F -3,759 shares

    0.03% of the 13F portfolio, value $7,339,365.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 59,318 shares
    Change vs previous 13F +176 shares

    0.03% of the 13F portfolio, value $8,265,709.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 59,142 shares
    Change vs previous 13F +6,084 shares

    0.04% of the 13F portfolio, value $8,022,652.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 53,058 shares
    Change vs previous 13F -1,572 shares

    0.03% of the 13F portfolio, value $6,725,101.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 54,630 shares
    Change vs previous 13F +3,306 shares

    0.04% of the 13F portfolio, value $6,275,391.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 51,324 shares
    Change vs previous 13F +4,549 shares

    0.04% of the 13F portfolio, value $6,240,496.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 46,775 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,630,258.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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