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Disclosery

New York Life Investment Management LLC: USB position timeline

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

New York Life Investment Management LLC held 230,911 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,911 shares
    Change vs previous 13F +310 shares

    0.1% of the 13F portfolio, value $13,947,024.

    13F-HR 0001133639-26-000005 filed by New York Life 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 230,601 shares
    Change vs previous 13F +5,299 shares

    0.1% of the 13F portfolio, value $11,993,558.

    13F-HR 0001133639-26-000002 filed by New York Life 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 ended2025-12-31
    13F 225,302 shares
    Change vs previous 13F -1,068 shares

    0.1% of the 13F portfolio, value $12,022,115.

    13F-HR 0001133639-26-000001 filed by New York Life 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 ended2025-09-30
    13F 226,370 shares
    Change vs previous 13F -6,093 shares

    0.1% of the 13F portfolio, value $10,940,462.

    13F-HR 0001133639-25-000002 filed by New York Life 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 ended2025-06-30
    13F 232,463 shares
    Change vs previous 13F +2,581 shares

    0.1% of the 13F portfolio, value $10,518,951.

    13F-HR 0001085146-25-004443 filed by New York Life 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 ended2025-03-31
    13F 229,882 shares
    Change vs previous 13F -1,037 shares

    0.1% of the 13F portfolio, value $9,705,618.

    13F-HR 0001085146-25-002757 filed by New York Life 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 ended2024-12-31
    13F 230,919 shares
    Change vs previous 13F +1,015 shares

    0.11% of the 13F portfolio, value $11,044,856.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 229,904 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,513,510.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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