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ERn Financial, LLC: USTB position timeline

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

ERn Financial, LLC held 349,663 USTB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,663 shares
    Change vs previous 13F +15,534 shares

    2.93% of the 13F portfolio, value $17,699,941.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 334,129 shares
    Change vs previous 13F +18,823 shares

    3.18% of the 13F portfolio, value $16,900,245.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 315,306 shares
    Change vs previous 13F +14,292 shares

    3.01% of the 13F portfolio, value $16,030,157.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 301,014 shares
    Change vs previous 13F +19,442 shares

    3.03% of the 13F portfolio, value $15,348,704.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 281,572 shares
    Change vs previous 13F -25,994 shares

    3.02% of the 13F portfolio, value $14,309,489.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 307,566 shares
    Change vs previous 13F +5,917 shares

    2.46% of the 13F portfolio, value $15,578,218.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 301,649 shares
    Change vs previous 13F +8,790 shares

    2.27% of the 13F portfolio, value $15,142,780.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 292,859 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $14,880,166.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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