Position in BUSE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,952,537
-$513,976 QoQ
Shares Held
100,086
-27.0% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#62
of 257 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUSE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COZAD ASSET MANAGEMENT INC holds $12,343,801 across 5 Banks - Regional names. BUSE ranks #3 (23.9% of the industry book) .
All Filings in BUSE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,952,537 | 100,086 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,466,513 | 137,179 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $5,898,492 | 247,940 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,719,647 | 247,069 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,936,809 | 346,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,658,712 | 354,570 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,470,492 | 359,376 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,354,111 | 359,497 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,082,647 | 375,161 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,189,432 | 382,097 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,980,047 | 402,097 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,160,984 | 60,405 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,304,208 | 64,886 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,326,432 | 65,213 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,612,065 | 65,213 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $798,137 | 36,312 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $842,502 | 36,871 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $939,379 | 37,071 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $312,205 | 11,512 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $283,540 | 11,512 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $283,885 | 11,512 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $295,282 | 11,512 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $248,083 | 11,512 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $231,946 | 14,597 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $278,202 | 14,917 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $272,185 | 15,908 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||