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National Wealth Management Group, LLC

Position in USB — US Bancorp \De\

CIK 1977723 CINCINNATI, OH

Position in USB

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$442,917
-$336,405 QoQ
Shares Held
8,516
-41.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $442,917 8,516
2025-12-31 $779,322 14,605