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Disclosery

Kirkwood Financial Services: USTB position timeline

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

Kirkwood Financial Services held 258,893 USTB shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,893 shares
    Change vs previous 13F +115,490 shares

    3.75% of the 13F portfolio, value $13,117,989.

    13F-HR 0001214659-26-010835 filed by Kirkwood Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 143,403 shares
    Change vs previous 13F +6,549 shares

    2.5% of the 13F portfolio, value $7,300,848.

    13F-HR 0001214659-26-011749 filed by Kirkwood Financial Services
    Accepted , ingested

  3. period ended2025-12-31
    13F 136,854 shares
    Change vs previous 13F +5,843 shares

    2.52% of the 13F portfolio, value $7,188,267.

    13F-HR 0001214659-26-011747 filed by Kirkwood Financial Services
    Accepted , ingested

  4. period ended2025-09-30
    13F 131,011 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $6,680,265.

    13F-HR 0001214659-26-011794 filed by Kirkwood Financial Services
    Accepted , ingested