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Disclosery

1834 INVESTMENT ADVISORS CO: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on USB, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 96,080 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,080 shares
    Change vs previous 13F +7,629 shares

    0.66% of the 13F portfolio, value $5,803,581.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,451 shares
    Change vs previous 13F +14,219 shares

    0.57% of the 13F portfolio, value $4,600,337.

    13F-HR 0001172661-26-001927 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 74,232 shares
    Change vs previous 13F +56,546 shares

    0.5% of the 13F portfolio, value $3,961,020.

    13F-HR 0001172661-26-000390 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,686 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $854,765.

    13F-HR 0001172661-25-004525 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).