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High Point Wealth Management, LLC

SEC CIK
0002106882
Latest filing
Jul 20, 2026

USB holding history

US Bancorp DE in every 13F filed by High Point 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)
4,380
Value
$264.6K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of USB by High Point Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,380$264.6K0.2%+761+21.0%AddedHolders
Q1 20263,619$188.2K0.2%+187+5.4%AddedHolders
Q4 20253,432$183.1K0.2%–No prior filingHolders