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Disclosery

Colorado Capital Management, Inc.: SUSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colorado Capital Management, Inc. on SUSA, newest first. How the timeline and the estimate are built.

Colorado Capital Management, Inc. held 8,905 SUSA shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,905 shares
    Change vs previous 13F -490 shares

    0.47% of the 13F portfolio, value $1,354,000.

    13F-HR 0001664147-26-000005 filed by Colorado Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,395 shares
    Change vs previous 13F -2,097 shares

    0.5% of the 13F portfolio, value $1,468,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,492 shares
    Change vs previous 13F -905 shares

    0.65% of the 13F portfolio, value $1,740,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,397 shares
    Change vs previous 13F -633 shares

    0.66% of the 13F portfolio, value $1,750,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,030 shares
    Change vs previous 13F -439 shares

    0.72% of the 13F portfolio, value $1,852,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 13,469 shares
    Change vs previous 13F -1,467 shares

    0.77% of the 13F portfolio, value $1,789,000.

    13F-HR 0001664147-25-000004 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 14,936 shares
    Change vs previous 13F -1,172 shares

    0.93% of the 13F portfolio, value $2,006,000.

    13F-HR 0001664147-25-000003 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 16,108 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,115,000.

    13F-HR 0001664147-25-000001 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).