Ownership history in &PARTNERS · 4 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS reported a position in ISHARES TR (SUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 8,196 | -59 | -0.7% | 0.00% | $207K | $24.75 |
| 2025 Q1 | REDUCED | 8,255 | -1,020 | -11.0% | 0.00% | $206K | $23.91 |
| 2024 Q4 | ADDED | 9,275 | +18 | +0.2% | 0.00% | $229K | $23.46 |
| 2024 Q3 | INITIATED | 9,257 | — | — | 0.00% | $233K | $23.57 |
As of 2025 Q4 — sorted by position size