Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$78,520
+$10,907 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,800
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026MilWealth Group LLC holds $78,520 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
|
1,300 | $78,520 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,520 | 1,300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $67,613 | 1,300 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $69,368 | 1,300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $62,829 | 1,300 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $58,825 | 1,300 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $75,573 | 1,790 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $85,615 | 1,790 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $81,856 | 1,790 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $71,063 | 1,790 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $80,013 | 1,790 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $115,730 | 2,674 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $100,899 | 3,052 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $100,838 | 3,052 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $110,024 | 3,052 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $133,097 | 3,052 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $127,411 | 3,160 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $145,423 | 3,160 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $167,954 | 3,160 | Shares | Sole | 2023-05-09 | |
| 2021-12-31 | $177,497 | 3,160 | Shares | Sole | 2023-05-09 | |
| 2021-09-30 | $252,025 | 4,240 | Shares | Sole | 2023-05-09 | |
| 2021-06-30 | $256,991 | 4,511 | Shares | Sole | 2023-05-09 | |
| 2021-03-31 | $249,503 | 4,511 | Shares | Sole | 2023-05-09 | |
| 2020-12-31 | $210,167 | 4,511 | Shares | Sole | 2023-05-09 | |
| 2020-09-30 | $161,719 | 4,511 | Shares | Sole | 2023-05-09 | |
| 2020-06-30 | $166,095 | 4,511 | Shares | Sole | 2023-05-09 | |
| 2020-03-31 | $155,403 | 4,511 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||