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Disclosery

ZEGA Investments, LLC: USB position timeline

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

ZEGA Investments, LLC held 21,349 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,349 shares
    Change vs previous 13F -4,912 shares

    0.21% of the 13F portfolio, value $1,289,471.

    13F-HR 0002045703-26-000001 filed by ZEGA Investments, 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 26,261 shares
    Change vs previous 13F -5,206 shares

    0.26% of the 13F portfolio, value $1,365,819.

    13F-HR 0001172661-26-001641 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,467 shares
    Change vs previous 13F -1,137 shares

    0.33% of the 13F portfolio, value $1,679,096.

    13F-HR 0001172661-26-000317 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,604 shares
    Change vs previous 13F -851 shares

    0.36% of the 13F portfolio, value $1,575,740.

    13F-HR 0001172661-25-004437 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 33,455 shares
    Change vs previous 13F +262 shares

    0.38% of the 13F portfolio, value $1,513,822.

    13F-HR 0001172661-25-002913 filed by ZEGA Investments, LLC
    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 33,193 shares
    Change vs previous 13F +94 shares

    0.41% of the 13F portfolio, value $1,401,399.

    13F-HR 0001172661-25-001796 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 33,099 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,624,157.

    13F-HR 0001172661-25-000646 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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