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Investor's Fiduciary Advisor Network, LLC: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investor's Fiduciary Advisor Network, LLC on USB, newest first. How the timeline and the estimate are built.

Investor's Fiduciary Advisor Network, LLC held 4,870 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,870 shares
    Change vs previous 13F -158 shares

    0.1% of the 13F portfolio, value $294,000.

    13F-HR 0002044901-26-000003 filed by Investor's Fiduciary Advisor Network, 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 5,028 shares
    Change vs previous 13F +854 shares

    0.08% of the 13F portfolio, value $261,000.

    13F-HR 0002044901-26-000002 filed by Investor's Fiduciary Advisor Network, 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 4,174 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $222,000.

    13F-HR 0002044901-26-000001 filed by Investor's Fiduciary Advisor Network, 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 5,174 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $250,000.

    13F-HR 0002044901-25-000004 filed by Investor's Fiduciary Advisor Network, 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 5,174 shares
    Change vs previous 13F +5,174 shares

    0.09% of the 13F portfolio, value $234,000.

    13F-HR 0002059344-25-000003 filed by Investor's Fiduciary Advisor Network, LLC
    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 0 shares
    Change vs previous 13F -5,729 shares

    13F-HR 0001898296-25-000007 filed by Investor's Fiduciary Advisor Network, LLC
    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 ended2024-12-31
    13F 5,729 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $274,000.

    13F-HR 0002044901-25-000002 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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