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Plum Street Advisors, LLC: SUSB position timeline

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

Plum Street Advisors, LLC held 73,885 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,885 shares
    Change vs previous 13F +1,341 shares

    0.59% of the 13F portfolio, value $1,846,386.

    13F-HR 0002068236-26-000003 filed by Plum Street 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 72,544 shares
    Change vs previous 13F -2,635 shares

    0.63% of the 13F portfolio, value $1,818,315.

    13F-HR 0002068236-26-000002 filed by Plum Street 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 75,179 shares
    Change vs previous 13F +1,084 shares

    0.68% of the 13F portfolio, value $1,897,518.

    13F-HR 0002068236-26-000001 filed by Plum Street 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 74,095 shares
    Change vs previous 13F +20,097 shares

    0.72% of the 13F portfolio, value $1,875,344.

    13F-HR 0002068236-25-000008 filed by Plum Street 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 53,998 shares
    Change vs previous 13F -2,065 shares

    0.6% of the 13F portfolio, value $1,359,130.

    13F-HR 0002068236-25-000007 filed by Plum Street 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 56,063 shares
    Change vs previous 13F -12,138 shares

    0.67% of the 13F portfolio, value $1,401,014.

    13F-HR 0002068236-25-000006 filed by Plum Street 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 68,201 shares
    Change vs previous 13F -8,267 shares

    0.83% of the 13F portfolio, value $1,684,565.

    13F-HR 0002068236-25-000005 filed by Plum Street 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 76,468 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,923,935.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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