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Disclosery

Braun-Bostich & Associates Inc.: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braun-Bostich & Associates Inc. on USRT, newest first. How the timeline and the estimate are built.

Braun-Bostich & Associates Inc. held 3,473 USRT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,473 shares
    Change vs previous 13F -84 shares

    0.13% of the 13F portfolio, value $230,781.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
    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 3,557 shares
    Change vs previous 13F -744 shares

    0.13% of the 13F portfolio, value $210,539.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
    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 4,301 shares
    Change vs previous 13F +143 shares

    0.15% of the 13F portfolio, value $244,985.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
    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 4,158 shares
    Change vs previous 13F -74 shares

    0.15% of the 13F portfolio, value $244,158.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
    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 4,232 shares
    Change vs previous 13F +4,232 shares

    0.16% of the 13F portfolio, value $239,362.

    13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,430 shares

    13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates Inc.
    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.

  7. period ended2024-09-30
    13F 3,430 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $211,185.

    13F-HR 0001951757-24-001025 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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