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Disclosery

Tarbox Family Office, Inc.: USB position timeline

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

Tarbox Family Office, Inc. held 48,913 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,913 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,954,346.

    13F-HR 0001599603-26-000006 filed by Tarbox Family Office, Inc.
    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 48,913 shares
    Change vs previous 13F -623 shares

    0.41% of the 13F portfolio, value $2,543,966.

    13F-HR 0001599603-26-000003 filed by Tarbox Family Office, Inc.
    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 49,536 shares
    Change vs previous 13F -44 shares

    0.43% of the 13F portfolio, value $2,643,242.

    13F-HR 0001599603-26-000001 filed by Tarbox Family Office, Inc.
    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 49,580 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,396,202.

    13F-HR 0001599603-25-000002 filed by Tarbox Family Office, Inc.
    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 49,580 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,243,496.

    13F-HR 0001085146-25-004840 filed by Tarbox Family Office, Inc.
    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 49,580 shares
    Change vs previous 13F -79 shares

    0.35% of the 13F portfolio, value $2,093,268.

    13F-HR 0001085146-25-002826 filed by Tarbox Family Office, Inc.
    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 49,659 shares
    Change vs previous 13F +34 shares

    0.39% of the 13F portfolio, value $2,375,191.

    13F-HR 0001085146-25-000302 filed by Tarbox Family Office, Inc.
    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 49,625 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,269,352.

    13F-HR 0001085146-24-005089 filed by Tarbox Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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