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OFI INVEST ASSET MANAGEMENT: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on USB, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 54,887 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,887 shares
    Change vs previous 13F -13,683 shares

    0.03% of the 13F portfolio, value $3,137,367.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET MANAGEMENT
    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 68,570 shares
    Change vs previous 13F +46,708 shares

    0.04% of the 13F portfolio, value $3,277,954.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET MANAGEMENT
    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 21,862 shares
    Change vs previous 13F +18,969 shares

    0.02% of the 13F portfolio, value $1,132,189.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    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 2,893 shares
    Change vs previous 13F +451 shares

    <0.01% of the 13F portfolio, value $118,995.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET MANAGEMENT
    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 2,442 shares
    Change vs previous 13F +951 shares

    <0.01% of the 13F portfolio, value $94,135.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    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 1,491 shares
    Change vs previous 13F +560 shares

    <0.01% of the 13F portfolio, value $58,276.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    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 931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,003.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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