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Disclosery

Xena Financial Planning, LLC: SUSL position timeline

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

Xena Financial Planning, LLC held 66,882 SUSL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 66,882 shares
    Change vs previous 13F -3,473 shares

    8.7% of the 13F portfolio, value $9,115,111.

    13F-HR 0001754960-26-000858 filed by Xena Financial Planning, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,355 shares
    Change vs previous 13F +10,477 shares

    8.96% of the 13F portfolio, value $9,340,389.

    13F-HR 0001754960-26-000600 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 59,878 shares
    Change vs previous 13F +18,154 shares

    7.68% of the 13F portfolio, value $6,802,258.

    13F-HR 0001754960-26-000247 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 41,724 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $5,059,663.

    13F-HR 0001754960-26-000074 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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