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Disclosery

THEORY FINANCIAL LLC: SUSC position timeline

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

THEORY FINANCIAL LLC held 41,371 SUSC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,371 shares
    Change vs previous 13F -6,019 shares

    0.3% of the 13F portfolio, value $957,797.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 47,390 shares
    Change vs previous 13F +3,902 shares

    0.38% of the 13F portfolio, value $1,096,496.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 43,488 shares
    Change vs previous 13F -300 shares

    0.34% of the 13F portfolio, value $1,022,403.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 43,788 shares
    Change vs previous 13F +2,553 shares

    0.37% of the 13F portfolio, value $1,040,184.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 41,235 shares
    Change vs previous 13F +7,826 shares

    0.36% of the 13F portfolio, value $954,384.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 33,409 shares
    Change vs previous 13F +638 shares

    0.32% of the 13F portfolio, value $770,412.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 32,771 shares
    Change vs previous 13F +20,199 shares

    0.31% of the 13F portfolio, value $744,557.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 12,572 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $290,413.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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