SEC 13F Intelligence

Landmark Financial Advisors, LLC / USB

Landmark Financial Advisors, LLC’s US Bancorp Position

Does Landmark Financial Advisors, LLC own US Bancorp (USB)? Yes264.6K shares worth $11M (+4.12% of its 13F portfolio) as of Q4 2023, down from 267.1K shares the prior filed quarter.

Position Value
$11M
Q4 2023
Shares
264.6K
% of Portfolio
+4.12%
Quarters Held
21
currently held

Position History USB

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $13MQ2 ’19: $14MQ3 ’19: $15MQ3 ’19Q4 ’19: $15MQ1 ’20: $10MQ2 ’20: $10MQ2 ’20Q3 ’20: $10MQ4 ’20: $13MQ1 ’21: $15MQ1 ’21Q2 ’21: $16MQ3 ’21: $15MQ4 ’21: $15MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ3 ’22: $11MQ3 ’22Q4 ’22: $12MQ1 ’23: $10MQ2 ’23: $9MQ2 ’23Q3 ’23: $9MQ4 ’23: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023264.6K$11M+4.12%
Q3 2023267.1K$9M+3.59%
Q2 2023267.5K$9M+3.63%
Q1 2023267.5K$10M+4.24%
Q4 2022267.5K$12M+5.38%
Q3 2022270.9K$11M+5.77%
Q2 2022270.9K$12M+6.13%
Q1 2022271.4K$14M+6.63%
Q4 2021272.9K$15M+6.82%
Q3 2021272.5K$15M+8.12%
Q2 2021272.6K$16M+7.42%
Q1 2021272.5K$15M+8.11%
Q4 2020271.7K$13M+7.56%
Q3 2020272.5K$10M+6.51%
Q2 2020272.1K$10M+6.54%
Q1 2020271.3K$10M+6.66%
Q4 2019270.7K$15M+8.65%
Q3 2019270.9K$15M+9.32%
Q2 2019270.9K$14M+8.69%
Q1 2019270.9K$13M+8.57%
Q4 2018270.9K$12M+8.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Landmark Financial Advisors, LLC’s full portfolio or all institutional holders of USB.