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STEEL GROVE CAPITAL ADVISORS, LLC: USB position timeline

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

STEEL GROVE CAPITAL ADVISORS, LLC held 37,632 USB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,632 shares
    Change vs previous 13F +3,550 shares

    0.19% of the 13F portfolio, value $2,173,624.

    13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,082 shares
    Change vs previous 13F +344 shares

    0.19% of the 13F portfolio, value $2,058,552.

    13F-HR 0001214659-26-009087 filed by STEEL GROVE 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 ended2026-03-31
    13F 33,738 shares
    Change vs previous 13F +2,848 shares

    0.19% of the 13F portfolio, value $1,754,713.

    13F-HR 0001214659-26-005702 filed by STEEL GROVE 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 ended2025-12-31
    13F 30,890 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,648,290.

    13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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