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DB Wealth Management Group, LLC

SEC CIK
0001843991
Latest filing
Jan 9, 2024

USB holding history

US Bancorp DE in every 13F filed by DB Wealth Management Group, 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 Q4 2023 holdings

Shares (Q4 2023)
12,852
Value
$556.2K
% of portfolio
0.3%
Quarters held
12
Since Q1 2021
Holdings of USB by DB Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202312,852$556.2K0.3%00.0%UnchangedHolders
Q3 202312,852$424.9K0.3%00.0%UnchangedHolders
Q2 202312,852$424.6K0.3%+11,150+655.1%AddedHolders
Q1 20231,702$61.4K<0.1%00.0%UnchangedHolders
Q4 20221,702$74.2K<0.1%00.0%UnchangedHolders
Q3 20221,702$69.0K<0.1%00.0%UnchangedHolders
Q2 20221,702$78.0K0.1%00.0%UnchangedHolders
Q1 20221,702$90.0K0.1%00.0%UnchangedHolders
Q4 20211,702$96.0K0.1%00.0%UnchangedHolders
Q3 20211,702$101.0K0.1%00.0%UnchangedHolders
Q2 20211,702$97.0K0.1%00.0%UnchangedHolders
Q1 20211,702$94.0K0.1%––Holders

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