Position in USB
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$13,210
-$343 QoQ
Shares Held
254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Wealth Strategies & Associates holds $37,892 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBD |
Bank Bradesco
|
10,920 | $37,892 |
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,210 | 254 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $13,553 | 254 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $18,268 | 378 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $15,973 | 353 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $14,903 | 353 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $28,841 | 603 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $16,142 | 353 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $14,014 | 353 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $15,779 | 353 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $10,949 | 253 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $8,364 | 253 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,359 | 253 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $9,120 | 253 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $17,574 | 403 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||