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Stewardship Advisors, LLC: SUSA position timeline

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

Stewardship Advisors, LLC held 125,349 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,349 shares
    Change vs previous 13F +7,554 shares

    4.02% of the 13F portfolio, value $19,341,351.

    13F-HR 0001733219-26-000004 filed by Stewardship Advisors, 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 117,795 shares
    Change vs previous 13F +5,727 shares

    3.58% of the 13F portfolio, value $15,560,720.

    13F-HR 0001733219-26-000003 filed by Stewardship Advisors, 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 112,068 shares
    Change vs previous 13F +24,553 shares

    3.61% of the 13F portfolio, value $15,616,116.

    13F-HR 0001733219-26-000001 filed by Stewardship Advisors, 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 87,515 shares
    Change vs previous 13F -5,597 shares

    2.81% of the 13F portfolio, value $11,871,410.

    13F-HR 0001733219-25-000006 filed by Stewardship Advisors, 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 93,112 shares
    Change vs previous 13F -1,831 shares

    2.99% of the 13F portfolio, value $11,801,946.

    13F-HR 0001733219-25-000004 filed by Stewardship Advisors, 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 94,943 shares
    Change vs previous 13F -9,070 shares

    2.95% of the 13F portfolio, value $10,906,102.

    13F-HR 0001733219-25-000003 filed by Stewardship Advisors, 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 104,013 shares
    Change vs previous 13F +26,877 shares

    3.51% of the 13F portfolio, value $12,646,941.

    13F-HR 0001733219-25-000001 filed by Stewardship Advisors, 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 77,136 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $9,284,860.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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