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Pallas Capital Advisors LLC: USB position timeline

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

Pallas Capital Advisors LLC held 23,979 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,979 shares
    Change vs previous 13F +3,557 shares

    0.04% of the 13F portfolio, value $1,448,321.

    13F-HR 0001951757-26-001193 filed by Pallas Capital Advisors 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 20,422 shares
    Change vs previous 13F +61 shares

    0.04% of the 13F portfolio, value $1,062,139.

    13F-HR 0001951757-26-000659 filed by Pallas Capital Advisors 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 20,361 shares
    Change vs previous 13F +8,695 shares

    0.04% of the 13F portfolio, value $1,086,454.

    13F-HR 0001951757-26-000081 filed by Pallas Capital Advisors 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 11,666 shares
    Change vs previous 13F +310 shares

    0.02% of the 13F portfolio, value $563,817.

    13F-HR 0001951757-25-001307 filed by Pallas Capital Advisors 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 11,356 shares
    Change vs previous 13F +1,800 shares

    0.02% of the 13F portfolio, value $513,859.

    13F-HR 0001951757-25-000599 filed by Pallas Capital Advisors 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 9,556 shares
    Change vs previous 13F -1,807 shares

    0.02% of the 13F portfolio, value $403,446.

    13F-HR 0001951757-25-000348 filed by Pallas Capital Advisors 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 11,363 shares
    Change vs previous 13F +2,062 shares

    0.02% of the 13F portfolio, value $543,483.

    13F-HR 0001951757-25-000010 filed by Pallas Capital Advisors 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 9,301 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $450,624.

    13F-HR 0001951757-24-001126 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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