SSUS β€” STRATEGY SHS

Ownership history in Signal Advisors Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported STRATEGY SHS (SSUS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows SSUS at 0.04% 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.

What this SSUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signal Advisors Wealth, LLC'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
2026 Q1

SSUS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 Signal Advisors Wealth, LLC held SSUS β€” position size vs. price
% of Fund (quarterly)    SSUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,701 -952 -7.5% 0.04% $546K 2026-04-17 $51.43
2025 Q4 ADDED 12,653 +2,122 +20.2% 0.05% $617K 2026-01-13 $49.68
2025 Q3 ADDED 10,531 +5,591 +113.2% 0.05% $509K 2025-10-10 $47.11
2025 Q2 INITIATED 4,940 β€” β€” 0.02% $222K 2025-07-10 $45.20

FAQ About Signal Advisors Wealth, LLC and SSUS

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

How long has Signal Advisors Wealth, LLC reported owning SSUS?

Signal Advisors Wealth, LLC reported SSUS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SSUS position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for SSUS was 0.05% in 2025 Q4.

What is the latest reported SSUS position on this page?

The most recent filing on this page is 2026 Q1, when Signal Advisors Wealth, LLC reported 11,701 shares, equal to 0.04% of portfolio, with an estimated market value of $546K.

What does the chart on this SSUS ownership page compare?

The chart compares Signal Advisors Wealth, LLC'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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