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PRESILIUM PRIVATE WEALTH, LLC: SUSB position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 29,500 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,500 shares
    Change vs previous 13F +3,077 shares

    0.11% of the 13F portfolio, value $737,205.

    13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE WEALTH, 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 26,423 shares
    Change vs previous 13F -502 shares

    0.12% of the 13F portfolio, value $662,292.

    13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE WEALTH, 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 26,925 shares
    Change vs previous 13F +788 shares

    0.12% of the 13F portfolio, value $679,587.

    13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE WEALTH, 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 26,137 shares
    Change vs previous 13F +1,653 shares

    0.13% of the 13F portfolio, value $661,527.

    13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE WEALTH, 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 24,484 shares
    Change vs previous 13F +814 shares

    0.13% of the 13F portfolio, value $616,262.

    13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE WEALTH, 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 23,670 shares
    Change vs previous 13F +509 shares

    0.13% of the 13F portfolio, value $591,513.

    13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE WEALTH, 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 23,161 shares
    Change vs previous 13F +2,816 shares

    0.13% of the 13F portfolio, value $572,077.

    13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE WEALTH, 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 20,345 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $511,880.

    13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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