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Disclosery

Empire Financial Management Company, LLC: USB position timeline

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

Empire Financial Management Company, LLC held 3,727 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,727 shares
    Change vs previous 13F -478 shares

    0.09% of the 13F portfolio, value $225,110.

    13F-HR 0001971875-26-000003 filed by Empire Financial Management Company, 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 4,205 shares
    Change vs previous 13F +68 shares

    0.05% of the 13F portfolio, value $218,702.

    13F-HR 0001971875-26-000002 filed by Empire Financial Management Company, 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 4,137 shares
    Change vs previous 13F +4,137 shares

    0.05% of the 13F portfolio, value $220,750.

    13F-HR 0001971875-26-000001 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,804 shares

    13F-HR 0001971875-25-000003 filed by Empire Financial Management Company, 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 ended2025-03-31
    13F 4,804 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $202,824.

    13F-HR 0001971875-25-000002 filed by Empire Financial Management Company, LLC
    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 4,704 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $224,992.

    13F-HR 0001971875-25-000001 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,704 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $215,113.

    13F-HR 0001971875-24-000004 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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