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Colorado Capital Management, Inc.: USSG position timeline

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

Colorado Capital Management, Inc. held 298,421 USSG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,421 shares
    Change vs previous 13F +1,637 shares

    7.07% of the 13F portfolio, value $20,728,000.

    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).

  2. period ended2026-03-31
    13F 296,784 shares
    Change vs previous 13F +10,882 shares

    6.6% of the 13F portfolio, value $17,712,000.

    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).

  3. period ended2025-12-31
    13F 285,902 shares
    Change vs previous 13F +9,497 shares

    6.82% of the 13F portfolio, value $18,156,000.

    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).

  4. period ended2025-09-30
    13F 276,405 shares
    Change vs previous 13F +13,912 shares

    6.56% of the 13F portfolio, value $16,956,000.

    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).

  5. period ended2025-06-30
    13F 262,493 shares
    Change vs previous 13F +23,742 shares

    6.4% of the 13F portfolio, value $14,931,000.

    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).

  6. period ended2025-03-31
    13F 238,751 shares
    Change vs previous 13F +44,401 shares

    5.6% of the 13F portfolio, value $12,026,000.

    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).

  7. period ended2024-12-31
    13F 194,350 shares
    Change vs previous 13F +37,729 shares

    5.08% of the 13F portfolio, value $10,491,000.

    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).

  8. period ended2024-09-30
    13F 156,621 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $8,344,000.

    13F-HR 0001664147-24-000006 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).