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Disclosery

Alley Investment Management Company, LLC: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alley Investment Management Company, LLC on USB, newest first. How the timeline and the estimate are built.

Alley Investment Management Company, LLC held 109,868 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,868 shares
    Change vs previous 13F -5,415 shares

    0.78% of the 13F portfolio, value $6,636,027.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, LLC
    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 115,283 shares
    Change vs previous 13F -812 shares

    0.73% of the 13F portfolio, value $5,995,869.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, LLC
    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 116,095 shares
    Change vs previous 13F -1,639 shares

    0.73% of the 13F portfolio, value $6,194,829.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, LLC
    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 117,734 shares
    Change vs previous 13F -25,711 shares

    0.66% of the 13F portfolio, value $5,690,084.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, LLC
    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 143,445 shares
    Change vs previous 13F +2,687 shares

    0.79% of the 13F portfolio, value $6,490,886.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, LLC
    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 140,758 shares
    Change vs previous 13F +1,201 shares

    0.75% of the 13F portfolio, value $5,942,803.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, LLC
    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 139,557 shares
    Change vs previous 13F +4,758 shares

    0.84% of the 13F portfolio, value $6,675,011.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, LLC
    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 134,799 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,164,358.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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