Position in USB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$7,229
-$3,336 QoQ
Shares Held
139
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Nova Wealth Management, Inc. holds $89,232 across 5 Banks - Regional names.
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,229 | 139 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,565 | 198 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,569 | 198 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $8,959 | 198 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,490 | 59 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||