Security record · archived quarter
SUSB
name pending profile ingest
1Tracked holders
0Δ holders
146.94KShares held
$3.59MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 146.94K | $3.59M | n/a | n/a |
| Q2 2026 | 47 | -2 | 19.77M | $494.05M | n/a | −2 |
| Q1 2026 | 50 | +3 | 13.84M | $346.82M | +4 | −1 |
| Q4 2025 | 47 | 0 | 13.27M | $334.83M | n/a | n/a |
| Q3 2025 | 7 | +1 | 5.36M | $135.70M | +1 | n/a |
| Q2 2025 | 3 | -1 | 227.87K | $5.74M | n/a | −1 |
| Q1 2025 | 2 | +1 | 253.92K | $6.35M | +1 | n/a |
| Q4 2024 | 1 | -1 | 189.04K | $4.67M | n/a | −1 |
| Q3 2024 | 2 | +1 | 209.82K | $5.28M | +1 | n/a |
| Q2 2024 | 1 | n/a | 167.37K | $4.10M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 146.94K | +0.6% | $3.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 306 holders, 29.19M shares, $679.82M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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