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Disclosery

Birch Hill Investment Advisors LLC: USB position timeline

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

Birch Hill Investment Advisors LLC held 48,421 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 48,421 shares
    Change vs previous 13F -699 shares

    0.12% of the 13F portfolio, value $2,924,628.

    13F-HR 0001172661-26-002717 filed by Birch Hill Investment Advisors 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 49,120 shares
    Change vs previous 13F -1,000 shares

    0.11% of the 13F portfolio, value $2,554,731.

    13F-HR 0001172661-26-001564 filed by Birch Hill Investment 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 50,120 shares
    Change vs previous 13F -500 shares

    0.11% of the 13F portfolio, value $2,674,403.

    13F-HR 0001172661-26-000323 filed by Birch Hill Investment 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 50,620 shares
    Change vs previous 13F -795 shares

    0.1% of the 13F portfolio, value $2,446,465.

    13F-HR 0001172661-25-004406 filed by Birch Hill Investment 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 51,415 shares
    Change vs previous 13F -205 shares

    0.1% of the 13F portfolio, value $2,326,529.

    13F-HR 0001172661-25-002792 filed by Birch Hill Investment 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 51,620 shares
    Change vs previous 13F -5,139 shares

    0.1% of the 13F portfolio, value $2,179,396.

    13F-HR 0001172661-25-001512 filed by Birch Hill Investment 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 56,759 shares
    Change vs previous 13F -751 shares

    0.13% of the 13F portfolio, value $2,714,766.

    13F-HR 0001172661-25-000385 filed by Birch Hill Investment 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 57,510 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,629,932.

    13F-HR 0001172661-24-004212 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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