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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

USB holding history

US Bancorp DE in every 13F filed by TRUE Private Wealth Advisors, 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)
76,904
Value
$4.64M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of USB by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,904$4.64M0.4%+85+0.1%AddedHolders
Q1 202676,819$4.00M0.4%−116−0.2%ReducedHolders
Q4 202576,935$4.11M0.4%−600−0.8%ReducedHolders
Q3 202577,535$3.75M0.4%+904+1.2%AddedHolders
Q2 202576,631$3.47M0.4%+2,228+3.0%AddedHolders
Q1 202574,403$3.14M0.4%−839−1.1%ReducedHolders
Q4 202475,242$3.60M0.4%−1,594−2.1%ReducedHolders
Q3 202476,836$3.51M0.4%−3,802−4.7%ReducedHolders
Q2 202480,638$3.20M0.4%−2,018−2.4%ReducedHolders
Q1 202482,656$3.69M0.4%+1,788+2.2%AddedHolders
Q4 202380,868$3.50M0.4%−277−0.3%ReducedHolders
Q3 202381,145$2.68M0.4%+1,639+2.1%AddedHolders
Q2 202379,506$2.63M0.4%+15,186+23.6%AddedHolders
Q1 202364,320$2.32M0.3%+10,756+20.1%AddedHolders
Q4 202253,564$2.34M0.4%−1,349−2.5%ReducedHolders
Q3 202254,913$2.21M0.3%+618+1.1%AddedHolders
Q2 202254,295$2.50M0.4%+49+0.1%AddedHolders
Q1 202254,246$2.74M0.4%−220−0.4%ReducedHolders
Q4 202154,466$3.06M0.4%+360+0.7%AddedHolders
Q3 202154,106$3.24M0.5%+163+0.3%AddedHolders
Q2 202153,943$3.10M0.5%−687−1.3%ReducedHolders
Q1 202154,630$3.04M0.5%––Holders

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