Axiom Financial Strategies, LLC: USB position timeline

Axiom Financial Strategies, LLC held 7,468 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,468 shares

   Change vs previous 13F +70 shares

   0.14% of the 13F portfolio, value $451,067.

   13F-HR 0001951757-26-001108 filed by Axiom Financial Strategies, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,398 shares

   Change vs previous 13F +1,381 shares

   0.14% of the 13F portfolio, value $384,770.

   13F-HR 0001951757-26-000668 filed by Axiom Financial Strategies, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,017 shares

   Change vs previous 13F +31 shares

   0.14% of the 13F portfolio, value $321,067.

   13F-HR 0001951757-26-000277 filed by Axiom Financial Strategies, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,986 shares

   Change vs previous 13F +671 shares

   0.12% of the 13F portfolio, value $289,303.

   13F-HR 0001951757-25-001431 filed by Axiom Financial Strategies, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,315 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $240,504.

   13F-HR 0001951757-25-001001 filed by Axiom Financial Strategies, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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