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Disclosery

Rodgers & Associates, LTD: USRT position timeline

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

Rodgers & Associates, LTD held 401,892 USRT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,892 shares
    Change vs previous 13F +2,879 shares

    2.42% of the 13F portfolio, value $26,705,712.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 399,013 shares
    Change vs previous 13F +22,762 shares

    2.4% of the 13F portfolio, value $23,617,582.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 376,251 shares
    Change vs previous 13F +22,274 shares

    2.17% of the 13F portfolio, value $21,431,273.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 353,977 shares
    Change vs previous 13F +16,170 shares

    2.14% of the 13F portfolio, value $20,785,519.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 337,807 shares
    Change vs previous 13F +14,330 shares

    2.1% of the 13F portfolio, value $19,106,369.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 323,477 shares
    Change vs previous 13F +26,202 shares

    2.27% of the 13F portfolio, value $18,632,252.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 297,275 shares
    Change vs previous 13F +58,534 shares

    2.03% of the 13F portfolio, value $17,036,832.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 238,741 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $14,699,304.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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