TriaGen Wealth Management LLC: SUSA position timeline

TriaGen Wealth Management LLC held 4,732 SUSA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 4,732 shares

   Change vs previous 13F -10 shares

   0.18% of the 13F portfolio, value $736,608.

   13F-HR 0001172661-26-004518 filed by TriaGen Wealth Management LLC
   Accepted 2026-10-14 15:00:37 UTC, ingested 2026-10-14 15:01:28 UTC

2. period ended2026-06-30

   13F 4,742 shares

   Change vs previous 13F -127 shares

   0.18% of the 13F portfolio, value $731,725.

   13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 4,869 shares

   Change vs previous 13F -300 shares

   0.18% of the 13F portfolio, value $643,225.

   13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 5,169 shares

   Change vs previous 13F 0 shares

   0.19% of the 13F portfolio, value $720,306.

   13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 5,169 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $701,205.

   13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 5,169 shares

   Change vs previous 13F -22 shares

   0.2% of the 13F portfolio, value $655,199.

   13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 5,191 shares

   Change vs previous 13F +13 shares

   0.21% of the 13F portfolio, value $596,316.

   13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 5,178 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $629,620.

   13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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