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Disclosery

Accredited Investors Inc.: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Investors Inc. on USB, newest first. How the timeline and the estimate are built.

Accredited Investors Inc. held 57,605 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,605 shares
    Change vs previous 13F -1,166 shares

    0.15% of the 13F portfolio, value $3,479,366.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 58,771 shares
    Change vs previous 13F -1,328 shares

    0.16% of the 13F portfolio, value $3,056,701.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 60,099 shares
    Change vs previous 13F +130 shares

    0.17% of the 13F portfolio, value $3,206,859.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 59,969 shares
    Change vs previous 13F -4,138 shares

    0.16% of the 13F portfolio, value $2,898,314.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 64,107 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $2,900,862.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 64,101 shares
    Change vs previous 13F -2,097 shares

    0.17% of the 13F portfolio, value $2,706,333.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 66,198 shares
    Change vs previous 13F +308 shares

    0.19% of the 13F portfolio, value $3,166,257.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 65,890 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,013,155.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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