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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

USB holding history

US Bancorp DE in every 13F filed by Focused Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
6,582
Value
$397.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of USB by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,582$397.6K<0.1%+1,586+31.7%AddedHolders
Q1 20264,996$259.8K<0.1%+8+0.2%AddedHolders
Q4 20254,988$266.2K<0.1%+8+0.2%AddedHolders
Q3 20254,980$240.7K<0.1%−104−2.0%ReducedHolders
Q2 20255,084$230.1K<0.1%+11+0.2%AddedHolders
Q1 20255,073$214.2K<0.1%−251−4.7%ReducedHolders
Q4 20245,324$254.6K<0.1%+352+7.1%AddedHolders
Q3 20244,972$227.4K<0.1%+4,972NewHolders
Q2 20240$00.0%−4,952−100.0%Sold outHolders
Q1 20244,952$221.4K<0.1%+9+0.2%AddedHolders
Q4 20234,943$213.9K<0.1%+12+0.2%AddedHolders
Q3 20234,931$163.0K<0.1%+11+0.2%AddedHolders
Q2 20234,920$162.6K<0.1%+11+0.2%AddedHolders
Q1 20234,909$177.0K<0.1%+7+0.1%AddedHolders
Q4 20224,902$213.8K<0.1%+9+0.2%AddedHolders
Q3 20224,893$197.0K<0.1%+7+0.1%AddedHolders
Q2 20224,886$225.0K<0.1%+7+0.1%AddedHolders
Q1 20224,879$259.0K<0.1%−2,544−34.3%ReducedHolders
Q4 20217,423$417.0K0.1%+5+0.1%AddedHolders
Q3 20217,418$441.0K0.1%+58+0.8%AddedHolders
Q2 20217,360$419.0K0.1%+5+0.1%AddedHolders
Q1 20217,355$407.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.