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Disclosery

Francis Financial, Inc.: SUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Francis Financial, Inc. on SUSB, newest first. How the timeline and the estimate are built.

Francis Financial, Inc. held 410,670 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,670 shares
    Change vs previous 13F +6,235 shares

    1.68% of the 13F portfolio, value $10,262,640.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 404,435 shares
    Change vs previous 13F -9,579 shares

    1.88% of the 13F portfolio, value $10,137,160.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 414,014 shares
    Change vs previous 13F +3,364 shares

    2.05% of the 13F portfolio, value $10,449,710.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 410,650 shares
    Change vs previous 13F +16,958 shares

    1.85% of the 13F portfolio, value $10,393,542.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 393,692 shares
    Change vs previous 13F -9,731 shares

    2.29% of the 13F portfolio, value $9,909,225.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 403,423 shares
    Change vs previous 13F +40,652 shares

    2.45% of the 13F portfolio, value $10,081,549.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 362,771 shares
    Change vs previous 13F -1,383 shares

    2.28% of the 13F portfolio, value $8,960,452.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 364,154 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $9,162,123.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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