Skip to content
Disclosery

Olde Wealth Management, LLC: SUSA position timeline

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

Olde Wealth Management, LLC held 34,653 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,653 shares
    Change vs previous 13F -36 shares

    1.52% of the 13F portfolio, value $5,346,000.

    13F-HR 0001840760-26-000003 filed by Olde Wealth Management, 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 34,689 shares
    Change vs previous 13F +10 shares

    1.45% of the 13F portfolio, value $4,582,000.

    13F-HR 0001840760-26-000002 filed by Olde Wealth Management, 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 34,679 shares
    Change vs previous 13F -116 shares

    1.49% of the 13F portfolio, value $4,832,000.

    13F-HR 0001840760-26-000001 filed by Olde Wealth Management, 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 34,795 shares
    Change vs previous 13F +1,811 shares

    1.49% of the 13F portfolio, value $4,838,000.

    13F-HR 0001840760-25-000005 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 32,984 shares
    Change vs previous 13F -136 shares

    1.34% of the 13F portfolio, value $3,788,000.

    13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 33,120 shares
    Change vs previous 13F -672 shares

    1.44% of the 13F portfolio, value $4,027,000.

    13F-HR 0001898296-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 33,792 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,067,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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