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Disclosery

RW Investment Management LLC: USB position timeline

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

RW Investment Management LLC held 49,466 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,466 shares
    Change vs previous 13F -2 shares

    0.26% of the 13F portfolio, value $2,987,728.

    13F-HR 0001172661-26-003119 filed by RW Investment Management 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 49,468 shares
    Change vs previous 13F -878 shares

    0.25% of the 13F portfolio, value $2,572,828.

    13F-HR 0001172661-26-001549 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 50,346 shares
    Change vs previous 13F +236 shares

    0.25% of the 13F portfolio, value $2,433,238.

    13F-HR 0001172661-25-004788 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 50,110 shares
    Change vs previous 13F +101 shares

    0.25% of the 13F portfolio, value $2,267,486.

    13F-HR 0001172661-25-003147 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 50,009 shares
    Change vs previous 13F +77 shares

    0.26% of the 13F portfolio, value $2,111,376.

    13F-HR 0001172661-25-001780 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 49,932 shares
    Change vs previous 13F +582 shares

    0.29% of the 13F portfolio, value $2,388,233.

    13F-HR 0001172661-25-000463 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 49,350 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,256,796.

    13F-HR 0001172661-24-004542 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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