Position in USB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$28,293
+$2,002 QoQ
Shares Held
544
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,293 | 544 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $26,291 | 544 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,453 | 452 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $19,083 | 452 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $21,619 | 452 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,669 | 452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,944 | 452 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,980 | 447 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $19,129 | 442 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||