Position in USB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$85,816
-$8,097 QoQ
Shares Held
1,650
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,816 | 1,650 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $93,913 | 1,760 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $85,060 | 1,760 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $79,640 | 1,760 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $80,484 | 1,760 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $69,872 | 1,760 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $91,245 | 2,760 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $91,190 | 2,760 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $120,363 | 2,760 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $130,512 | 2,836 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $167,274 | 2,978 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $178,082 | 2,996 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 | $201,881 | 3,650 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $1,152,539 | 31,302 | Shares | Sole | 2020-08-18 | |
| No filing history on record for this holder in this stock. | ||||||