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Disclosery

Focus Partners Wealth: SUSA position timeline

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

Focus Partners Wealth held 24,349 SUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,349 shares
    Change vs previous 13F +3,719 shares

    <0.01% of the 13F portfolio, value $3,757,118.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 20,630 shares
    Change vs previous 13F -4,071 shares

    <0.01% of the 13F portfolio, value $2,799,856.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 24,701 shares
    Change vs previous 13F +3,097 shares

    <0.01% of the 13F portfolio, value $3,439,996.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 21,604 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $2,930,598.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 21,595 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $2,737,186.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 21,142 shares
    Change vs previous 13F -1,465 shares

    0.01% of the 13F portfolio, value $2,428,604.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 22,607 shares
    Change vs previous 13F -2,595 shares

    0.01% of the 13F portfolio, value $2,748,747.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 25,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,033,576.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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