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Annis Gardner Whiting Capital Advisors, LLC: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annis Gardner Whiting Capital Advisors, LLC on USB, newest first. How the timeline and the estimate are built.

Annis Gardner Whiting Capital Advisors, LLC held 0 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,214 shares

    13F-HR 0001998414-26-000003 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,214 shares
    Change vs previous 13F +390 shares

    0.03% of the 13F portfolio, value $168,500.

    13F-HR 0001998414-26-000002 filed by Annis Gardner Whiting Capital Advisors, 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 2,824 shares
    Change vs previous 13F +708 shares

    0.03% of the 13F portfolio, value $151,886.

    13F-HR 0001998414-26-000001 filed by Annis Gardner Whiting Capital Advisors, 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 2,116 shares
    Change vs previous 13F -1,450 shares

    0.02% of the 13F portfolio, value $103,115.

    13F-HR 0001998414-25-000002 filed by Annis Gardner Whiting Capital Advisors, 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 3,566 shares
    Change vs previous 13F +1,737 shares

    0.06% of the 13F portfolio, value $162,269.

    13F-HR 0001855205-25-000043 filed by Annis Gardner Whiting Capital Advisors, 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 1,829 shares
    Change vs previous 13F -1,242 shares

    0.03% of the 13F portfolio, value $78,128.

    13F-HR 0001855205-25-000023 filed by Annis Gardner Whiting Capital Advisors, 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 3,071 shares
    Change vs previous 13F -188 shares

    0.04% of the 13F portfolio, value $147,807.

    13F-HR 0001855205-25-000014 filed by Annis Gardner Whiting Capital Advisors, 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 3,259 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $150,050.

    13F-HR 0001855205-24-000058 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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