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Disclosery

Kohmann Bosshard Financial Services, LLC: USRT position timeline

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

Kohmann Bosshard Financial Services, LLC held 30,337 USRT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,337 shares
    Change vs previous 13F +485 shares

    0.17% of the 13F portfolio, value $2,015,894.

    13F-HR 0001696615-26-000004 filed by Kohmann Bosshard Financial Services, 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/A 29,852 shares
    Change vs previous 13F -426 shares

    0.17% of the 13F portfolio, value $1,766,940.

    13F-HR/A 0001696615-26-000003 filed by Kohmann Bosshard Financial Services, 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 30,278 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,724,644.

    13F-HR 0001696615-26-000001 filed by Kohmann Bosshard Financial Services, 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 30,278 shares
    Change vs previous 13F -1,327 shares

    0.18% of the 13F portfolio, value $1,777,922.

    13F-HR 0001696615-25-000007 filed by Kohmann Bosshard Financial Services, 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 31,605 shares
    Change vs previous 13F -1,397 shares

    0.2% of the 13F portfolio, value $1,787,579.

    13F-HR 0001696615-25-000003 filed by Kohmann Bosshard Financial Services, 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 33,002 shares
    Change vs previous 13F -1,353 shares

    0.22% of the 13F portfolio, value $1,900,915.

    13F-HR 0001696615-25-000002 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 34,355 shares
    Change vs previous 13F -1,614 shares

    0.24% of the 13F portfolio, value $1,968,885.

    13F-HR 0001696615-25-000001 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,969 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,214,611.

    13F-HR 0001754960-24-000510 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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