Vested Financial Planning, LLC SUSL — ISHARES TR

Ownership history in Vested Financial Planning, LLC  ·  6 quarters on record

AI Ownership Summary

Vested Financial Planning, LLC reported ISHARES TR (SUSL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2024 Q4. The latest visible filing shows SUSL at 0.22% 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 SUSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vested Financial Planning, 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

SUSL was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q4

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

Time in book
Holding Window
2024 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.

SUSL stock page Vested Financial Planning, LLC fund profile Vested Financial Planning, LLC full holdings
How Vested Financial Planning, LLC held SUSL — position size vs. price
% of Fund (quarterly)    SUSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,549 -1,470 -36.6% 0.22% $290K 2026-04-16 $122.92
2025 Q4 UNCHANGED — — — 4,019 — 0% 0.38% $487K 2026-01-23 $123.22
2025 Q3 ADDED — — — 4,019 +79 +2.0% 0.38% $470K 2025-10-29 $121.00
2025 Q2 UNCHANGED — — — 3,940 — 0% 0.38% $427K 2025-07-22 $109.97
2025 Q1 REDUCED 23.8% +13.4% ❌ 3,940 -1,229 -23.8% 0.38% $378K 2025-04-30 $94.64
2024 Q4 INITIATED — — — 5,169 — — 0.50% $533K 2025-01-29 $103.57

🏢 Other funds also holding SUSL

As of 2026 Q1 — sorted by position size

Xena Financial Planning, LLC 7.68% Bank of Italy 3Y 7Y 4.56% W ADVISORS, LLC 3Y 3.1% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 2.16% One Wealth Advisors, LLC 3Y 7Y 0.87% Values Added Financial LLC 0.74% Bond & Devick Financial Network, Inc. 3Y 0.51% Friedenthal Financial 3Y 7Y 0.41% Trilogy Capital Inc. 3Y 7Y 0.39% Madson Wealth Advisors Inc 0.36%

FAQ About Vested Financial Planning, LLC and SUSL

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

How long has Vested Financial Planning, LLC reported owning SUSL?

Vested Financial Planning, LLC reported SUSL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SUSL position in Vested Financial Planning, LLC's portfolio?

The largest reported portfolio weight for SUSL was 0.50% in 2024 Q4.

What is the latest reported SUSL position on this page?

The most recent filing on this page is 2026 Q1, when Vested Financial Planning, LLC reported 2,549 shares, equal to 0.22% of portfolio, with an estimated market value of $290K.

What does the chart on this SUSL ownership page compare?

The chart compares Vested Financial Planning, LLC's quarterly SUSL 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.

How well did Vested Financial Planning, LLC time their SUSL position?

Based on 13F filing dates vs. subsequent SUSL price moves, Vested Financial Planning, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SUSL relative to SPY over the holding period was +0.3%.

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