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W ADVISORS, LLC: SUSL position timeline

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

W ADVISORS, LLC held 47,110 SUSL 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 47,110 shares
    Change vs previous 13F -6,189 shares

    2.84% of the 13F portfolio, value $6,254,324.

    13F-HR 0001172661-26-002980 filed by W 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 53,299 shares
    Change vs previous 13F -3,648 shares

    3.1% of the 13F portfolio, value $6,054,905.

    13F-HR 0001172661-26-001570 filed by W 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 56,947 shares
    Change vs previous 13F -1,497 shares

    3.47% of the 13F portfolio, value $6,905,752.

    13F-HR 0001172661-26-000770 filed by W 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 58,444 shares
    Change vs previous 13F -9,749 shares

    3.6% of the 13F portfolio, value $6,840,525.

    13F-HR 0001172661-25-004935 filed by W 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 68,193 shares
    Change vs previous 13F -2,070 shares

    4.24% of the 13F portfolio, value $7,388,712.

    13F-HR 0001172661-25-002933 filed by W 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 70,263 shares
    Change vs previous 13F 0 shares

    4.21% of the 13F portfolio, value $6,731,898.

    13F-HR 0001172661-25-001769 filed by W 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 70,263 shares
    Change vs previous 13F -1,451 shares

    4.48% of the 13F portfolio, value $7,239,900.

    13F-HR 0001172661-25-000311 filed by W 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 71,714 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $7,280,405.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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