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Disclosery

NEOS Investment Management LLC: USB position timeline

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

NEOS Investment Management LLC held 252,833 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,833 shares
    Change vs previous 13F +29,868 shares

    0.06% of the 13F portfolio, value $15,271,113.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 ended2026-03-31
    13F 222,965 shares
    Change vs previous 13F +10,448 shares

    0.06% of the 13F portfolio, value $11,596,410.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 ended2025-12-31
    13F 212,517 shares
    Change vs previous 13F +1,312 shares

    0.07% of the 13F portfolio, value $11,339,907.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 ended2025-09-30
    13F 211,205 shares
    Change vs previous 13F +66,814 shares

    0.08% of the 13F portfolio, value $10,207,537.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 ended2025-06-30
    13F 144,391 shares
    Change vs previous 13F +30,305 shares

    0.08% of the 13F portfolio, value $6,533,693.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 ended2025-03-31
    13F 114,086 shares
    Change vs previous 13F +21,274 shares

    0.09% of the 13F portfolio, value $4,816,711.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 ended2024-12-31
    13F 92,812 shares
    Change vs previous 13F +22,299 shares

    0.1% of the 13F portfolio, value $4,439,198.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 ended2024-09-30
    13F 70,513 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,224,559.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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