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Disclosery

SK Wealth Management, LLC: SUSA position timeline

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

SK Wealth Management, LLC held 9,547 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 9,547 shares
    Change vs previous 13F +886 shares

    0.34% of the 13F portfolio, value $1,515,227.

    13F-HR 0001867958-26-000006 filed by SK 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 8,661 shares
    Change vs previous 13F +239 shares

    0.32% of the 13F portfolio, value $1,160,945.

    13F-HR 0001867958-26-000005 filed by SK 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 8,422 shares
    Change vs previous 13F +1,391 shares

    0.33% of the 13F portfolio, value $1,194,884.

    13F-HR 0001867958-26-000001 filed by SK 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 7,031 shares
    Change vs previous 13F +13 shares

    0.36% of the 13F portfolio, value $959,066.

    13F-HR 0001867958-25-000006 filed by SK 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 ended2025-06-30
    13F 7,018 shares
    Change vs previous 13F +421 shares

    0.39% of the 13F portfolio, value $895,756.

    13F-HR 0001867958-25-000004 filed by SK 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 ended2025-03-31
    13F 6,597 shares
    Change vs previous 13F +17 shares

    0.38% of the 13F portfolio, value $699,320.

    13F-HR 0001867958-25-000003 filed by SK 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 ended2024-12-31
    13F 6,580 shares
    Change vs previous 13F +1,229 shares

    0.41% of the 13F portfolio, value $800,090.

    13F-HR 0001867958-25-000002 filed by SK Wealth 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 5,351 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $660,074.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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