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Disclosery

Moloney Securities Asset Management, LLC: USB position timeline

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

Moloney Securities Asset Management, LLC held 41,854 USB shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 41,854 shares
    Change vs previous 13F -408 shares

    0.24% of the 13F portfolio, value $2,022,809.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 42,262 shares
    Change vs previous 13F +607 shares

    0.24% of the 13F portfolio, value $1,912,365.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 41,655 shares
    Change vs previous 13F -5,270 shares

    0.24% of the 13F portfolio, value $1,758,692.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 46,925 shares
    Change vs previous 13F +749 shares

    0.3% of the 13F portfolio, value $2,244,413.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 46,176 shares
    Change vs previous 13F +7,146 shares

    0.28% of the 13F portfolio, value $2,111,641.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 39,030 shares
    Change vs previous 13F -1,625 shares

    0.22% of the 13F portfolio, value $1,549,510.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 40,655 shares
    Change vs previous 13F -3,641 shares

    0.27% of the 13F portfolio, value $1,817,284.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 44,296 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,917,146.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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