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Goelzer Investment Management, Inc.: USB position timeline

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

Goelzer Investment Management, Inc. held 196,550 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,550 shares
    Change vs previous 13F -8,664 shares

    0.52% of the 13F portfolio, value $11,871,606.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment 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 205,214 shares
    Change vs previous 13F -14,250 shares

    0.52% of the 13F portfolio, value $10,673,187.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment 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 219,464 shares
    Change vs previous 13F -2,002 shares

    0.54% of the 13F portfolio, value $11,710,575.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, Inc.
    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 221,466 shares
    Change vs previous 13F -3,389 shares

    0.57% of the 13F portfolio, value $10,703,443.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, Inc.
    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 224,855 shares
    Change vs previous 13F -15,557 shares

    0.56% of the 13F portfolio, value $10,174,703.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, Inc.
    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/A 240,412 shares
    Change vs previous 13F +258 shares

    0.59% of the 13F portfolio, value $10,150,202.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, Inc.
    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 240,154 shares
    Change vs previous 13F -3,982 shares

    0.67% of the 13F portfolio, value $11,486,589.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, Inc.
    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 244,136 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $11,164,345.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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