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Elk River Wealth Management LLC: USTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elk River Wealth Management LLC on USTB, newest first. How the timeline and the estimate are built.

Elk River Wealth Management LLC held 35,135 USTB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,135 shares
    Change vs previous 13F -3,580 shares

    0.28% of the 13F portfolio, value $1,778,534.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management 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 38,715 shares
    Change vs previous 13F -2,154 shares

    0.33% of the 13F portfolio, value $1,958,205.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management 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 40,869 shares
    Change vs previous 13F +2,759 shares

    0.33% of the 13F portfolio, value $2,031,566.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management 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 38,110 shares
    Change vs previous 13F +2,132 shares

    0.31% of the 13F portfolio, value $1,943,229.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management 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 35,978 shares
    Change vs previous 13F -425 shares

    0.31% of the 13F portfolio, value $1,828,402.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth Management 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 36,403 shares
    Change vs previous 13F +1,231 shares

    0.35% of the 13F portfolio, value $1,843,812.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth Management 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 35,172 shares
    Change vs previous 13F +3,625 shares

    0.32% of the 13F portfolio, value $1,765,634.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management 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 31,547 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,602,903.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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