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M&R CAPITAL MANAGEMENT INC: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M&R CAPITAL MANAGEMENT INC on USB, newest first. How the timeline and the estimate are built.

M&R CAPITAL MANAGEMENT INC held 8,663 USB shares at 2024-09-30 per its 13F-HR filed 2024-10-02.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 8,663 shares
    Change vs previous 13F +594 shares

    0.09% of the 13F portfolio, value $396,176.

    13F-HR 0001214659-24-016992 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 8,069 shares
    Change vs previous 13F -481 shares

    0.08% of the 13F portfolio, value $320,324.

    13F-HR 0001214659-24-011825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 8,550 shares
    Change vs previous 13F +18 shares

    0.09% of the 13F portfolio, value $381,056.

    13F-HR 0001214659-24-005825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 8,532 shares
    Change vs previous 13F -3,168 shares

    0.09% of the 13F portfolio, value $369,258.

    13F-HR 0001214659-24-000039 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 11,700 shares
    Change vs previous 13F -369 shares

    0.11% of the 13F portfolio, value $386,793.

    13F-HR 0001214659-23-013282 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 12,069 shares
    Change vs previous 13F -1,430 shares

    0.1% of the 13F portfolio, value $398,784.

    13F-HR 0001057395-23-000003 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 13,499 shares
    Change vs previous 13F -284 shares

    0.14% of the 13F portfolio, value $486,640.

    13F-HR 0001057395-23-000002 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 13,783 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $601,110.

    13F-HR 0001057395-23-000001 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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