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Disclosery

Gifford Fong Associates: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gifford Fong Associates on USB, newest first. How the timeline and the estimate are built.

Gifford Fong Associates held 12,000 USB shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 12,000 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $640,000.

    13F-HR 0001740316-26-000001 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 12,000 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $580,000.

    13F-HR 0001740316-25-000005 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 12,000 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $543,000.

    13F-HR 0001740316-25-000003 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 12,000 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $507,000.

    13F-HR 0001740316-25-000002 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 12,000 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $574,000.

    13F-HR 0001740316-25-000001 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 12,000 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $549,000.

    13F-HR 0001740316-24-000004 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 12,000 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $476,000.

    13F-HR 0001740316-24-000003 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 12,000 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $536,000.

    13F-HR 0001740316-24-000002 filed by Gifford Fong Associates
    Filed (acceptance time not in the bulk data set), ingested

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