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Disclosery

Cascadia Advisory Services, LLC: USB position timeline

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

Cascadia Advisory Services, LLC held 5,020 USB shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 5,020 shares
    Change vs previous 13F -27 shares

    0.06% of the 13F portfolio, value $298,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 5,047 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $288,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 5,047 shares
    Change vs previous 13F +5,047 shares

    0.06% of the 13F portfolio, value $279,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 0 shares
    Change vs previous 13F -5,574 shares

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, 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.

  5. period ended2020-06-30
    13F 5,574 shares
    Change vs previous 13F +1,773 shares

    0.06% of the 13F portfolio, value $205,000.

    13F-HR 0001800724-20-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 3,801 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $225,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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