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AM INVESTMENT STRATEGIES LLC: USB position timeline

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

AM INVESTMENT STRATEGIES LLC held 217,900 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,900 shares
    Change vs previous 13F 0 shares

    2.53% of the 13F portfolio, value $13,161,000.

    13F-HR 0001818897-26-000003 filed by AM INVESTMENT STRATEGIES 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 217,900 shares
    Change vs previous 13F +10 shares

    2.49% of the 13F portfolio, value $11,323,000.

    13F-HR 0001818897-26-000002 filed by AM INVESTMENT STRATEGIES 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 217,890 shares
    Change vs previous 13F -1,286 shares

    2.42% of the 13F portfolio, value $11,627,000.

    13F-HR 0001818897-26-000001 filed by AM INVESTMENT STRATEGIES 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 219,176 shares
    Change vs previous 13F -11,263 shares

    2.3% of the 13F portfolio, value $10,593,000.

    13F-HR 0001818897-25-000007 filed by AM INVESTMENT STRATEGIES 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 230,439 shares
    Change vs previous 13F -549 shares

    2.45% of the 13F portfolio, value $10,427,000.

    13F-HR 0001818897-25-000004 filed by AM INVESTMENT STRATEGIES 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 230,988 shares
    Change vs previous 13F +9,505 shares

    2.37% of the 13F portfolio, value $9,752,000.

    13F-HR 0001818897-25-000003 filed by AM INVESTMENT STRATEGIES 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 221,483 shares
    Change vs previous 13F -1,235 shares

    2.58% of the 13F portfolio, value $10,594,000.

    13F-HR 0001818897-25-000001 filed by AM INVESTMENT STRATEGIES 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 222,718 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $10,185,000.

    13F-HR 0001818897-24-000004 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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