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Livermore
Livermore
ZHEN

Cedar Wealth Management, LLC

SEC CIK
0001665642
Latest filing
Aug 12, 2026

USB holding history

US Bancorp DE in every 13F filed by Cedar Wealth Management, LLC, 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)
21,253
Value
$1.28M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of USB by Cedar Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,253$1.28M0.3%−1,300−5.8%ReducedHolders
Q1 202622,553$1.17M0.3%−6,001−21.0%ReducedHolders
Q4 202528,554$1.52M0.5%−3,364−10.5%ReducedHolders
Q3 202531,918$1.54M0.5%−599−1.8%ReducedHolders
Q2 202532,517$1.47M0.5%+77+0.2%AddedHolders
Q1 202532,440$1.37M0.5%00.0%UnchangedHolders
Q4 202432,440$1.55M0.6%00.0%UnchangedHolders
Q3 202432,440$1.48M0.5%00.0%UnchangedHolders
Q2 202432,440$1.29M0.4%+132+0.4%AddedHolders
Q1 202432,308$1.44M0.5%+950+3.0%AddedHolders
Q4 202331,358$1.36M0.5%+500+1.6%AddedHolders
Q3 202330,858$1.02M0.4%+4,475+17.0%AddedHolders
Q2 202326,383$871.7K0.3%+26,358+105,432.0%AddedHolders
Q1 202325$901<0.1%−250−90.9%ReducedHolders
Q4 2022275$12.0K<0.1%00.0%UnchangedHolders
Q3 2022275$11.0K<0.1%00.0%UnchangedHolders
Q2 2022275$13.0K<0.1%00.0%UnchangedHolders
Q1 2022275$15.0K<0.1%00.0%UnchangedHolders
Q4 2021275$15.0K<0.1%+250+1,000.0%AddedHolders
Q3 202125$1.00K<0.1%−75−75.0%ReducedHolders
Q2 2021100$6.00K<0.1%00.0%UnchangedHolders
Q1 2021100$6.00K<0.1%––Holders

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