&PARTNERS: USB position timeline

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

&PARTNERS held 217,097 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 217,097 shares
Change vs previous 13F +22,218 shares
0.05% of the 13F portfolio, value $13,111,812.
13F-HR 0001214659-26-010148 filed by &PARTNERS
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 194,879 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $10,134,447.
13F-HR 0001214659-26-006256 filed by &PARTNERS
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).