SUSC β€” ISHARES TR

Ownership history in Traveka Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

Traveka Wealth, LLC reported ISHARES TR (SUSC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows SUSC at 0.27% 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 SUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Traveka Wealth, LLC's position in ISHARES TR, 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

SUSC was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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 Q4 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 Traveka Wealth, LLC held SUSC β€” position size vs. price
% of Fund (quarterly)    SUSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 30,651 +742 +2.5% 0.27% $709K 2026-04-22 $23.28
2025 Q4 INITIATED 29,909 β€” β€” 0.28% $699K 2026-01-08 $23.13

FAQ About Traveka Wealth, LLC and SUSC

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

How long has Traveka Wealth, LLC reported owning SUSC?

Traveka Wealth, LLC reported SUSC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported SUSC position in Traveka Wealth, LLC's portfolio?

The largest reported portfolio weight for SUSC was 0.28% in 2025 Q4.

What is the latest reported SUSC position on this page?

The most recent filing on this page is 2026 Q1, when Traveka Wealth, LLC reported 30,651 shares, equal to 0.27% of portfolio, with an estimated market value of $709K.

What does the chart on this SUSC ownership page compare?

The chart compares Traveka Wealth, LLC's quarterly SUSC 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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