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Disclosery

Financial Management, Inc.: USRT position timeline

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

Financial Management, Inc. held 58,046 USRT 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 58,046 shares
    Change vs previous 13F +4,304 shares

    3.16% of the 13F portfolio, value $3,857,134.

    13F-HR 0002143070-26-000003 filed by Financial Management, Inc.
    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 53,742 shares
    Change vs previous 13F +1,826 shares

    2.99% of the 13F portfolio, value $3,180,961.

    13F-HR 0002143070-26-000002 filed by Financial Management, Inc.
    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 51,916 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $2,957,121.

    13F-HR 0002143070-26-000001 filed by Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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