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Klaas Financial Asset Advisors, LLC: SUSC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klaas Financial Asset Advisors, LLC on SUSC, newest first. How the timeline and the estimate are built.

Klaas Financial Asset Advisors, LLC held 10,943 SUSC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,943 shares
    Change vs previous 13F -1,193 shares

    0.03% of the 13F portfolio, value $253,346.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, 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 12,136 shares
    Change vs previous 13F -137,381 shares

    0.04% of the 13F portfolio, value $280,799.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, 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 149,517 shares
    Change vs previous 13F -3,196 shares

    0.51% of the 13F portfolio, value $3,496,410.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, 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 152,713 shares
    Change vs previous 13F -3,688 shares

    0.54% of the 13F portfolio, value $3,597,918.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset Advisors, 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 156,401 shares
    Change vs previous 13F +1,797 shares

    0.57% of the 13F portfolio, value $3,633,195.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset Advisors, 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 154,604 shares
    Change vs previous 13F +3,267 shares

    0.61% of the 13F portfolio, value $3,565,168.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset Advisors, 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 151,337 shares
    Change vs previous 13F +32,230 shares

    0.61% of the 13F portfolio, value $3,438,377.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset Advisors, 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 119,107 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,833,556.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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