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Disclosery

SPINNAKER TRUST: SUSA position timeline

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

SPINNAKER TRUST held 565,699 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 565,699 shares
    Change vs previous 13F -6,849 shares

    4.24% of the 13F portfolio, value $87,287,356.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 572,548 shares
    Change vs previous 13F -13,270 shares

    4.19% of the 13F portfolio, value $75,633,591.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 585,818 shares
    Change vs previous 13F -3,202 shares

    4.37% of the 13F portfolio, value $81,630,810.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 589,020 shares
    Change vs previous 13F -5,632 shares

    4.43% of the 13F portfolio, value $79,900,563.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 594,652 shares
    Change vs previous 13F -10,610 shares

    4.53% of the 13F portfolio, value $75,372,141.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 605,262 shares
    Change vs previous 13F -18,327 shares

    4.54% of the 13F portfolio, value $69,526,446.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 623,589 shares
    Change vs previous 13F -5,499 shares

    4.78% of the 13F portfolio, value $75,822,065.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 629,088 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $75,723,202.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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