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ALPINE WOODS CAPITAL INVESTORS, LLC: USB position timeline

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

ALPINE WOODS CAPITAL INVESTORS, LLC held 54,516 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,516 shares
    Change vs previous 13F +9,588 shares

    0.74% of the 13F portfolio, value $3,292,742.

    13F-HR 0001226886-26-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 44,928 shares
    Change vs previous 13F +9,057 shares

    0.56% of the 13F portfolio, value $2,336,722.

    13F-HR 0001226886-26-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 35,871 shares
    Change vs previous 13F +11 shares

    0.46% of the 13F portfolio, value $1,914,077.

    13F-HR 0001226886-26-000001 filed by ALPINE WOODS CAPITAL INVESTORS, 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 35,860 shares
    Change vs previous 13F +5 shares

    0.4% of the 13F portfolio, value $1,733,114.

    13F-HR 0001226886-25-000012 filed by ALPINE WOODS CAPITAL INVESTORS, 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 35,855 shares
    Change vs previous 13F +53 shares

    0.39% of the 13F portfolio, value $1,622,439.

    13F-HR 0001226886-25-000006 filed by ALPINE WOODS CAPITAL INVESTORS, 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 35,802 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,511,560.

    13F-HR 0001226886-25-000004 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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