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Disclosery

Pathstone Holdings, LLC: SUSL position timeline

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

Pathstone Holdings, LLC held 145,170 SUSL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,170 shares
    Change vs previous 13F +30,714 shares

    0.06% of the 13F portfolio, value $19,272,838.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 114,456 shares
    Change vs previous 13F +14,741 shares

    0.05% of the 13F portfolio, value $13,002,521.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 99,715 shares
    Change vs previous 13F +21,483 shares

    0.05% of the 13F portfolio, value $12,092,069.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 78,232 shares
    Change vs previous 13F +900 shares

    0.03% of the 13F portfolio, value $9,156,594.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 77,332 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,378,923.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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