Skip to content
Disclosery

SK Wealth Management, LLC: SUSL position timeline

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

SK Wealth Management, LLC held 49,426 SUSL 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 49,426 shares
    Change vs previous 13F -1,394 shares

    1.53% of the 13F portfolio, value $6,804,006.

    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 50,820 shares
    Change vs previous 13F -328 shares

    1.62% of the 13F portfolio, value $5,852,410.

    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 51,148 shares
    Change vs previous 13F -1,657 shares

    1.76% of the 13F portfolio, value $6,314,242.

    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 52,805 shares
    Change vs previous 13F +9,069 shares

    2.32% of the 13F portfolio, value $6,232,012.

    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 43,736 shares
    Change vs previous 13F +961 shares

    2.07% of the 13F portfolio, value $4,776,889.

    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 42,775 shares
    Change vs previous 13F +666 shares

    2.04% of the 13F portfolio, value $3,798,880.

    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 42,109 shares
    Change vs previous 13F +7,736 shares

    2.21% of the 13F portfolio, value $4,338,890.

    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 34,373 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,596,769.

    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).