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Daymark Wealth Partners, LLC

SEC CIK
0001956824
Latest filing
Jul 31, 2026

USB holding history

US Bancorp DE in every 13F filed by Daymark Wealth Partners, 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)
395,278
Value
$23.9M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of USB by Daymark Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026395,278$23.9M0.6%−13,533−3.3%ReducedHolders
Q1 2026408,811$21.3M0.7%−4,722−1.1%ReducedHolders
Q4 2025413,533$22.1M0.7%−1,224−0.3%ReducedHolders
Q3 2025414,757$20.0M0.7%−69,920−14.4%ReducedHolders
Q2 2025484,677$21.9M0.8%−38,439−7.3%ReducedHolders
Q1 2025523,116$22.1M0.9%−22,153−4.1%ReducedHolders
Q4 2024545,269$26.1M1.1%−8,280−1.5%ReducedHolders
Q3 2024553,549$25.3M1.1%+779+0.1%AddedHolders
Q2 2024552,770$21.9M1.0%−43,553−7.3%ReducedHolders
Q1 2024596,323$26.7M1.4%−10,817−1.8%ReducedHolders
Q4 2023607,140$26.3M1.6%−316−0.1%ReducedHolders
Q3 2023607,456$20.1M1.4%+8,088+1.3%AddedHolders
Q2 2023599,368$19.8M1.5%+19,176+3.3%AddedHolders
Q1 2023580,192$20.9M2.8%+8,626+1.5%AddedHolders
Q4 2022571,566$24.9M4.4%–No prior filingHolders