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Disclosery

Knollwood Investment Advisory, LLC: USB position timeline

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

Knollwood Investment Advisory, LLC held 0 USB shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,766 shares

    13F-HR 0001999346-26-000002 filed by Knollwood Investment Advisory, 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.

  2. period ended2025-09-30
    13F 5,766 shares
    Change vs previous 13F -235 shares

    0.03% of the 13F portfolio, value $278,671.

    13F-HR 0001999346-25-000002 filed by Knollwood Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 6,001 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $271,545.

    13F-HR 0001085146-25-005040 filed by Knollwood Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,001 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $253,362.

    13F-HR 0001085146-25-003079 filed by Knollwood Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,001 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $287,028.

    13F-HR 0001085146-25-001483 filed by Knollwood Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,426.

    13F-HR 0001085146-24-005722 filed by Knollwood Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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