SUZ β€” SUZANO S A

Ownership history in True Wealth Design, LLC  Β·  14 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported SUZANO S A (SUZ) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SUZ at 0.00% 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 SUZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in SUZANO S A, 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

SUZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 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 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 True Wealth Design, LLC held SUZ β€” position size vs. price
% of Fund (quarterly)    SUZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 218 +162 +289.3% 0.00% $2K 2026-04-13 $9.51
2025 Q4 REDUCED 56 -92 -62.2% 0.00% $524 2026-01-08 $9.27
2025 Q3 ADDED 148 +93 +169.1% 0.00% $1K 2025-10-21 $8.82
2025 Q2 ADDED 55 +7 +14.6% 0.00% $518 2025-08-06 $9.37
2025 Q1 UNCHANGED 48 β€” 0% 0.00% $446 2025-05-13 $9.49
2024 Q4 UNCHANGED 48 β€” 0% 0.00% $486 2025-02-14 $10.37
2024 Q3 REDUCED 48 -5 -9.4% 0.00% $480 2024-11-14 $10.16
2024 Q2 ADDED 53 +12 +29.3% 0.00% $545 2024-08-14 $9.71
2024 Q1 ADDED 41 +20 +95.2% 0.00% $524 2024-05-14 $9.45
2023 Q4 ADDED 21 +1 +5.0% 0.00% $239 2024-02-14 $10.16
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About True Wealth Design, LLC and SUZ

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

How long has True Wealth Design, LLC reported owning SUZ?

True Wealth Design, LLC reported SUZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SUZ position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for SUZ was 0.00% in 2026 Q1.

What is the latest reported SUZ position on this page?

The most recent filing on this page is 2026 Q1, when True Wealth Design, LLC reported 218 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this SUZ ownership page compare?

The chart compares True Wealth Design, LLC's quarterly SUZ 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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