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Disclosery

Ellenbecker Investment Group: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellenbecker Investment Group on USRT, newest first. How the timeline and the estimate are built.

Ellenbecker Investment Group held 18,594 USRT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,594 shares
    Change vs previous 13F -1,125 shares

    0.14% of the 13F portfolio, value $1,235,600.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 19,719 shares
    Change vs previous 13F -1,073 shares

    0.16% of the 13F portfolio, value $1,167,172.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 20,792 shares
    Change vs previous 13F -3,780 shares

    0.17% of the 13F portfolio, value $1,184,365.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 24,572 shares
    Change vs previous 13F -6,638 shares

    0.21% of the 13F portfolio, value $1,442,886.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 31,210 shares
    Change vs previous 13F -10,774 shares

    0.29% of the 13F portfolio, value $1,765,284.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 41,984 shares
    Change vs previous 13F -77,253 shares

    0.43% of the 13F portfolio, value $2,418,296.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 119,237 shares
    Change vs previous 13F -59,897 shares

    1.22% of the 13F portfolio, value $6,833,486.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 179,134 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $11,029,325.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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