Position in USB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$536,743
-$80,845 QoQ
Shares Held
10,320
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
All Filings in USB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $536,743 | 10,320 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $617,588 | 11,574 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $558,936 | 11,565 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,494,043 | 254,012 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $503,220 | 11,919 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,646,260 | 34,419 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,613,910 | 253,967 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,082,489 | 253,967 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $74,336 | 1,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $58,730 | 1,357 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $45,060 | 1,363 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $82,930 | 2,510 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||