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Disclosery

HORAN Wealth, LLC: USTB position timeline

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

HORAN Wealth, LLC held 264,769 USTB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 264,769 shares
    Change vs previous 13F +2,393 shares

    1.68% of the 13F portfolio, value $13,402,612.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 262,376 shares
    Change vs previous 13F +43,338 shares

    1.26% of the 13F portfolio, value $13,274,350.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 219,038 shares
    Change vs previous 13F -1,073 shares

    1.71% of the 13F portfolio, value $11,135,924.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 220,111 shares
    Change vs previous 13F +18,846 shares

    1.77% of the 13F portfolio, value $11,223,441.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 201,265 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $10,228,264.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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