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Disclosery

Focus Partners Wealth: SUSC position timeline

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

Focus Partners Wealth held 48,344 SUSC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,344 shares
    Change vs previous 13F +6,157 shares

    <0.01% of the 13F portfolio, value $1,119,237.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,130 shares
    • Focus Partners Advisor Solutions, LLC: 33,214 shares

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

  2. period ended2026-03-31
    13F 42,187 shares
    Change vs previous 13F +2,902 shares

    <0.01% of the 13F portfolio, value $976,072.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,259 shares
    • Focus Partners Advisor Solutions, LLC: 24,928 shares

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

  3. period ended2025-12-31
    13F 39,285 shares
    Change vs previous 13F -12,354 shares

    <0.01% of the 13F portfolio, value $918,672.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,504 shares
    • Focus Partners Advisor Solutions, LLC: 24,781 shares

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

  4. period ended2025-09-30
    13F 51,639 shares
    Change vs previous 13F +17,415 shares

    <0.01% of the 13F portfolio, value $1,211,851.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,836 shares
    • Focus Partners Advisor Solutions, LLC: 39,803 shares

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

  5. period ended2025-06-30
    13F 34,224 shares
    Change vs previous 13F -1,735 shares

    <0.01% of the 13F portfolio, value $795,040.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,909 shares
    • Focus Partners Advisor Solutions, LLC: 22,315 shares

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

  6. period ended2025-03-31
    13F/A 35,959 shares
    Change vs previous 13F +24,429 shares

    <0.01% of the 13F portfolio, value $829,206.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,918 shares
    • Focus Partners Advisor Solutions, LLC: 22,041 shares

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

  7. period ended2024-12-31
    13F/A 11,530 shares
    Change vs previous 13F +11,530 shares

    <0.01% of the 13F portfolio, value $261,972.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.