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Disclosery

MOTCO: USTB position timeline

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

MOTCO held 379,986 USTB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,986 shares
    Change vs previous 13F +7,028 shares

    1.65% of the 13F portfolio, value $19,234,891.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 372,958 shares
    Change vs previous 13F +20,686 shares

    1.75% of the 13F portfolio, value $18,864,216.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 352,272 shares
    Change vs previous 13F +8,103 shares

    1.62% of the 13F portfolio, value $17,909,509.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 344,169 shares
    Change vs previous 13F +5,629 shares

    1.6% of the 13F portfolio, value $17,549,177.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 338,540 shares
    Change vs previous 13F -782 shares

    1.64% of the 13F portfolio, value $17,157,207.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 339,322 shares
    Change vs previous 13F +57,364 shares

    1.82% of the 13F portfolio, value $17,186,660.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 281,958 shares
    Change vs previous 13F +58,610 shares

    1.45% of the 13F portfolio, value $14,154,291.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 223,348 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $11,348,312.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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