SSBK β€” SSBK

Ownership history in CALDWELL SUTTER CAPITAL, INC.  Β·  11 quarters on record

AI Ownership Summary

CALDWELL SUTTER CAPITAL, INC. reported SSBK (SSBK) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.36% in 2023 Q4. The latest visible filing shows SSBK at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SSBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALDWELL SUTTER CAPITAL, INC.'s position in SSBK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SSBK was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CALDWELL SUTTER CAPITAL, INC. held SSBK β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 18,234 -360 -1.9% 0.30% $663K 2025-07-11 β€”
2025 Q1 UNCHANGED 18,594 β€” 0% 0.32% $665K 2025-04-16 β€”
2024 Q4 UNCHANGED 18,594 β€” 0% 0.29% $619K 2025-01-21 β€”
2024 Q3 UNCHANGED 18,594 β€” 0% 0.27% $571K 2024-10-25 β€”
2024 Q2 REDUCED 18,594 -5,900 -24.1% 0.25% $505K 2024-07-23 β€”
2024 Q1 UNCHANGED 24,494 β€” 0% 0.31% $635K 2024-04-19 β€”
2023 Q4 UNCHANGED 24,494 β€” 0% 0.36% $717K 2024-01-19 β€”
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CALDWELL SUTTER CAPITAL, INC. and SSBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has CALDWELL SUTTER CAPITAL, INC. reported owning SSBK?

CALDWELL SUTTER CAPITAL, INC. reported SSBK across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SSBK position in CALDWELL SUTTER CAPITAL, INC.'s portfolio?

The largest reported portfolio weight for SSBK was 0.36% in 2023 Q4.

What is the latest reported SSBK position on this page?

The most recent filing on this page is 2025 Q2, when CALDWELL SUTTER CAPITAL, INC. reported 18,234 shares, equal to 0.30% of portfolio, with an estimated market value of $663K.

What does the chart on this SSBK ownership page compare?

The chart compares CALDWELL SUTTER CAPITAL, INC.'s quarterly SSBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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