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IMPACTfolio, LLC: SUSB position timeline

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

IMPACTfolio, LLC held 181,238 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,238 shares
    Change vs previous 13F +4,542 shares

    1.71% of the 13F portfolio, value $4,529,138.

    13F-HR 0001896447-26-000004 filed by IMPACTfolio, LLC
    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 176,696 shares
    Change vs previous 13F +10,360 shares

    1.88% of the 13F portfolio, value $4,428,886.

    13F-HR 0001896447-26-000003 filed by IMPACTfolio, LLC
    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 166,336 shares
    Change vs previous 13F +20,224 shares

    1.76% of the 13F portfolio, value $4,198,321.

    13F-HR 0001896447-26-000001 filed by IMPACTfolio, LLC
    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 146,112 shares
    Change vs previous 13F -86,936 shares

    1.6% of the 13F portfolio, value $3,698,095.

    13F-HR 0001896447-25-000007 filed by IMPACTfolio, LLC
    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 233,048 shares
    Change vs previous 13F +104,754 shares

    2.78% of the 13F portfolio, value $5,865,818.

    13F-HR 0001896447-25-000006 filed by IMPACTfolio, LLC
    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 128,294 shares
    Change vs previous 13F +13,501 shares

    1.68% of the 13F portfolio, value $3,206,067.

    13F-HR 0001896447-25-000005 filed by IMPACTfolio, LLC
    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 114,793 shares
    Change vs previous 13F +4,453 shares

    1.47% of the 13F portfolio, value $2,835,387.

    13F-HR 0001896447-25-000001 filed by IMPACTfolio, LLC
    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 110,340 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,776,154.

    13F-HR 0001896447-24-000008 filed by IMPACTfolio, LLC
    Filed (acceptance time not in the bulk data set), ingested

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