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Disclosery

Shira Ridge Wealth Management: SUSA position timeline

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

Shira Ridge Wealth Management held 284,219 SUSA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 284,219 shares
    Change vs previous 13F -3,877 shares

    15.38% of the 13F portfolio, value $44,247,245.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 288,096 shares
    Change vs previous 13F -2,878 shares

    15.51% of the 13F portfolio, value $44,453,261.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 290,974 shares
    Change vs previous 13F +1,460 shares

    15.21% of the 13F portfolio, value $38,437,721.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 289,514 shares
    Change vs previous 13F +4,750 shares

    16.21% of the 13F portfolio, value $40,342,325.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 284,764 shares
    Change vs previous 13F -2,680 shares

    16.39% of the 13F portfolio, value $38,628,304.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 287,444 shares
    Change vs previous 13F -34 shares

    16.64% of the 13F portfolio, value $36,433,578.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 287,478 shares
    Change vs previous 13F +23,829 shares

    16.47% of the 13F portfolio, value $33,022,576.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 263,649 shares
    Change vs previous 13F not available

    15.68% of the 13F portfolio, value $32,057,061.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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