LVM CAPITAL MANAGEMENT LTD/MI

Position in USB — US Bancorp De

CIK 1053054 PORTAGE, MI

Position in USB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$291,792

+$40,532 QoQ

Shares Held

4,831

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,507

of 2,047 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LVM CAPITAL MANAGEMENT LTD/MI holds $4,586,762 across 4 Banks - Regional names. USB ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	47,787	$2,693,753
2	PNC	Pnc Financial Services Group, Inc.	3,267	$804,400
3	MBWM	Mercantile Bank Corp	13,877	$796,817
4	USB	US Bancorp De This page	4,831	$291,792

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,792	4,831	0.0%	Shares	Sole	2026-07-09
2026-03-31	$251,260	4,831	+16.0%	Shares	Sole	2026-04-02
2025-12-31	$222,297	4,166	0.0%	Shares	Sole	2026-01-12
2025-09-30	$201,342	4,166	-18.6%	Shares	Sole	2025-10-09
2024-12-31	$244,698	5,116	-75.3%	Shares	Sole	2025-01-10
2024-09-30	$823	20,724	0.0%	Shares	Sole	2024-10-03
2024-06-30	$822,742	20,724	+333.0%	Shares	Sole	2024-07-16
2022-12-31	$208,717	4,786	0.0%	Shares	Sole	2023-01-03
2022-06-30	$220,251	4,786	0.0%	Shares	Sole	2022-07-14
2022-03-31	$254,375	4,786	0.0%	Shares	Sole	2022-04-13
2021-12-31	$268,829	4,786	0.0%	Shares	Sole	2022-01-04
2021-09-30	$284,479	4,786	0.0%	Shares	Sole	2021-10-05
2021-06-30	$272,658	4,786	0.0%	Shares	Sole	2021-07-08
2021-03-31	$264,713	4,786	-0.6%	Shares	Sole	2021-04-06
2020-12-31	$224,377	4,816	—	Shares	Sole	2021-01-11
No filing history on record for this holder in this stock.