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Disclosery

&PARTNERS: USFR position timeline

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

&PARTNERS held 527,440 USFR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 527,440 shares
    Change vs previous 13F +24,989 shares

    0.11% of the 13F portfolio, value $26,578,445.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 502,451 shares
    Change vs previous 13F +68,310 shares

    0.13% of the 13F portfolio, value $25,320,045.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 434,141 shares
    Change vs previous 13F +291,989 shares

    0.11% of the 13F portfolio, value $21,878,108.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 142,152 shares
    Change vs previous 13F -8,060 shares

    0.05% of the 13F portfolio, value $7,146,001.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 150,212 shares
    Change vs previous 13F +8,055 shares

    0.06% of the 13F portfolio, value $7,527,897.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 142,157 shares
    Change vs previous 13F +7,063 shares

    0.08% of the 13F portfolio, value $7,153,306.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 135,094 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,800,620.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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