SEC 13F Intelligence

UNITED STS TREAS NTS

CUSIP 91282CDA6

United Sts Treas Nts has 1 institutional holders in Filings Flow’s 13F database, together reporting 25.0K shares worth $25,000 as of Q3 2023. The largest reported holders are Accel Wealth Management, Cornerstone Planning Group LLC, and Byrne Asset Management LLC.

Institutional Holders
1
Q3 2023
Reported Value
$25,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q3 ’22: 3Q3 ’22Q4 ’22: 1Q4 ’22Q1 ’23: 3Q1 ’23Q2 ’23: 4Q2 ’23Q3 ’23: 1Q3 ’23filingsflow.com
Total reported value
Q3 ’22: $505,000Q3 ’22Q4 ’22: $125,679Q4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $2MQ2 ’23Q3 ’23: $25,000Q3 ’23filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Accel Wealth Management$383M AUM0.80%$2M2.0KQ1 2023OLDER
Cornerstone Planning Group LLC$749M AUM0.26%$665,808674Q2 2023OLDER
Byrne Asset Management LLC$185M AUM0.34%$521,000527Q2 2023OLDER
ORG Partners LLC$568M AUM0.05%$331,000335Q2 2023OLDER
Highlander Capital Management, LLC$292M AUM0.01%$25,00025.0KQ3 2023

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.