Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$361,312
+$52,685 QoQ
Shares Held
5,982
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,393
of 2,047 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DEFINED WEALTH MANAGEMENT, LLC holds $361,312 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,982 | $361,312 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,312 | 5,982 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $308,627 | 5,934 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $311,195 | 5,832 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $281,087 | 5,816 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $491,686 | 10,866 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $452,809 | 10,725 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $514,507 | 10,757 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $523,791 | 11,454 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $452,937 | 11,409 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $508,462 | 11,375 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $492,310 | 11,375 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $374,239 | 11,320 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $373,451 | 11,303 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $407,220 | 11,296 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $451,189 | 10,346 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $418,723 | 10,385 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $477,917 | 10,385 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $551,962 | 10,385 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $583,325 | 10,385 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $617,284 | 10,385 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $586,506 | 10,295 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $569,416 | 10,295 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $479,644 | 10,295 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||