SSUS STRATEGY SHS

Ownership history in ROMAN BUTLER FULLERTON & CO  ·  16 quarters on record

AI Ownership Summary

ROMAN BUTLER FULLERTON & CO reported STRATEGY SHS (SSUS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.78% in 2025 Q1. The latest visible filing shows SSUS at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SSUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROMAN BUTLER FULLERTON & CO's position in STRATEGY SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SSUS was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROMAN BUTLER FULLERTON & CO held SSUS — position size vs. price
% of Fund (quarterly)    SSUS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 53,591 -375 -0.7% 0.69% $2.6M 2026-02-14 (Est.) $49.01
2025 Q3 ADDED 53,966 +7,401 +15.9% 0.71% $2.7M 2025-11-06 $47.97
2025 Q2 REDUCED 46,565 -4,519 -8.8% 0.67% $2.3M 2025-07-30 $45.59
2025 Q1 ADDED 51,084 +1,080 +2.2% 0.78% $2.0M 2025-04-21 $37.28
2024 Q4 ADDED 50,004 +1,179 +2.4% 0.68% $2.2M 2025-01-30 $43.28
2024 Q3 REDUCED 48,825 -700 -1.4% 0.62% $2.0M 2024-10-29 $41.47
2024 Q2 REDUCED 49,525 -2,106 -4.1% 0.65% $2.0M 2024-07-15 $40.25
2024 Q1 REDUCED 51,631 -307 -0.6% 0.71% $1.9M 2024-04-29 $36.89
2023 Q4 REDUCED 51,938 -208 -0.4% 0.73% $1.9M 2024-01-31 $35.51
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROMAN BUTLER FULLERTON & CO and SSUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROMAN BUTLER FULLERTON & CO reported owning SSUS?

ROMAN BUTLER FULLERTON & CO reported SSUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SSUS position in ROMAN BUTLER FULLERTON & CO's portfolio?

The largest reported portfolio weight for SSUS was 0.78% in 2025 Q1.

What is the latest reported SSUS position on this page?

The most recent filing on this page is 2025 Q4, when ROMAN BUTLER FULLERTON & CO reported 53,591 shares, equal to 0.69% of portfolio, with an estimated market value of $2.6M.

What does the chart on this SSUS ownership page compare?

The chart compares ROMAN BUTLER FULLERTON & CO's quarterly SSUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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