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Disclosery

One Capital Management, LLC: SUSB position timeline

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

One Capital Management, LLC held 121,919 SUSB 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 121,919 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $3,055,899.

    13F-HR 0001606588-26-000004 filed by One Capital 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 121,919 shares
    Change vs previous 13F +760 shares

    0.08% of the 13F portfolio, value $3,055,899.

    13F-HR 0001606588-26-000003 filed by One Capital 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 121,159 shares
    Change vs previous 13F -1,697 shares

    0.09% of the 13F portfolio, value $3,058,053.

    13F-HR 0001606588-26-000002 filed by One Capital 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 122,856 shares
    Change vs previous 13F +9,143 shares

    0.1% of the 13F portfolio, value $3,109,505.

    13F-HR 0001606588-25-000009 filed by One Capital 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 ended2025-06-30
    13F 113,713 shares
    Change vs previous 13F -5,138 shares

    0.1% of the 13F portfolio, value $2,862,169.

    13F-HR 0001606588-25-000005 filed by One Capital 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 ended2025-03-31
    13F 118,851 shares
    Change vs previous 13F +55,915 shares

    0.1% of the 13F portfolio, value $2,970,104.

    13F-HR 0001606588-25-000004 filed by One Capital 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 ended2024-12-31
    13F 62,936 shares
    Change vs previous 13F +1,101 shares

    0.05% of the 13F portfolio, value $1,554,519.

    13F-HR 0001606588-25-000001 filed by One Capital Management, 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 61,835 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,555,768.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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