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Focus Partners Wealth: SUSB position timeline

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

Focus Partners Wealth held 78,452 SUSB 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 78,452 shares
    Change vs previous 13F -2,741 shares

    <0.01% of the 13F portfolio, value $1,960,537.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 67,715 shares
    • Focus Partners Advisor Solutions, LLC: 10,737 shares

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

  2. period ended2026-03-31
    13F 81,193 shares
    Change vs previous 13F +524 shares

    <0.01% of the 13F portfolio, value $2,035,133.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 64,284 shares
    • Focus Partners Advisor Solutions, LLC: 16,909 shares

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

  3. period ended2025-12-31
    13F 80,669 shares
    Change vs previous 13F -4,671 shares

    <0.01% of the 13F portfolio, value $2,036,104.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 64,339 shares
    • Focus Partners Advisor Solutions, LLC: 16,330 shares

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

  4. period ended2025-09-30
    13F 85,340 shares
    Change vs previous 13F +10,221 shares

    <0.01% of the 13F portfolio, value $2,157,161.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 57,967 shares
    • Focus Partners Advisor Solutions, LLC: 27,373 shares

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

  5. period ended2025-06-30
    13F 75,119 shares
    Change vs previous 13F -2,572 shares

    <0.01% of the 13F portfolio, value $1,890,755.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 56,038 shares
    • Focus Partners Advisor Solutions, LLC: 19,081 shares

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

  6. period ended2025-03-31
    13F/A 77,691 shares
    Change vs previous 13F +1,660 shares

    <0.01% of the 13F portfolio, value $1,941,495.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 61,330 shares
    • Focus Partners Advisor Solutions, LLC: 16,361 shares

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

  7. period ended2024-12-31
    13F/A 76,031 shares
    Change vs previous 13F +59,584 shares

    <0.01% of the 13F portfolio, value $1,877,970.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 61,292 shares
    • Focus Partners Advisor Solutions, LLC: 14,739 shares

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

  8. period ended2024-09-30
    13F 16,447 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $413,807.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 16,447 shares

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