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BRADY FAMILY WEALTH, LLC: USB position timeline

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

BRADY FAMILY WEALTH, LLC held 29,615 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,615 shares
    Change vs previous 13F -25 shares

    0.52% of the 13F portfolio, value $1,788,732.

    13F-HR 0001725547-26-000226 filed by BRADY FAMILY WEALTH, 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 29,640 shares
    Change vs previous 13F +12 shares

    0.48% of the 13F portfolio, value $1,541,564.

    13F-HR 0001725547-26-000124 filed by BRADY FAMILY WEALTH, 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 29,628 shares
    Change vs previous 13F -8 shares

    0.49% of the 13F portfolio, value $1,580,938.

    13F-HR 0001725547-26-000001 filed by BRADY FAMILY WEALTH, 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 29,636 shares
    Change vs previous 13F -6,170 shares

    0.44% of the 13F portfolio, value $1,432,297.

    13F-HR 0001725547-25-004110 filed by BRADY FAMILY WEALTH, 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 35,806 shares
    Change vs previous 13F -1,598 shares

    0.5% of the 13F portfolio, value $1,620,211.

    13F-HR 0001725547-25-003396 filed by BRADY FAMILY WEALTH, 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 37,404 shares
    Change vs previous 13F -2 shares

    0.51% of the 13F portfolio, value $1,579,187.

    13F-HR 0001725547-25-001427 filed by BRADY FAMILY WEALTH, 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 37,406 shares
    Change vs previous 13F -1,118 shares

    0.55% of the 13F portfolio, value $1,789,118.

    13F-HR 0001725547-25-000089 filed by BRADY FAMILY WEALTH, 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 38,524 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,761,692.

    13F-HR 0001725547-24-005913 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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