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Disclosery

Horan Securities, Inc.: USRT position timeline

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

Horan Securities, Inc. held 3,886 USRT shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,886 shares
    Change vs previous 13F +301 shares

    0.08% of the 13F portfolio, value $219,815.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,585 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $206,510.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,570 shares
    Change vs previous 13F -280 shares

    0.08% of the 13F portfolio, value $204,615.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,850 shares
    Change vs previous 13F +34 shares

    0.09% of the 13F portfolio, value $237,069.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,816 shares
    Change vs previous 13F +3,816 shares

    0.09% of the 13F portfolio, value $204,396.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -4,339 shares

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    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.

  7. period ended2023-12-31
    13F 4,339 shares
    Change vs previous 13F -548 shares

    0.12% of the 13F portfolio, value $235,556.

    13F-HR 0001671623-24-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 4,887 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $230,584.

    13F-HR 0001671623-23-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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