Ownership history in Fourthstone LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Fourthstone LLC reported a position in UNITED SEC BANCSHARES CALIF (UBFO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 637,917 | +82,097 | +14.8% | 1.20% | $6.4M | $10.07 |
| 2025 Q3 | ADDED | 555,820 | +58,320 | +11.7% | 0.93% | $5.2M | $9.10 |
| 2025 Q2 | ADDED | 497,500 | +173,743 | +53.7% | 0.84% | $4.3M | $8.33 |
| 2025 Q1 | ADDED | 323,757 | +2,512 | +0.8% | 0.72% | $2.9M | $8.50 |
| 2024 Q4 | ADDED | 321,245 | +149,705 | +87.3% | 0.63% | $3.2M | $9.46 |
| 2024 Q3 | ADDED | 171,540 | +130,151 | +314.5% | 0.33% | $1.5M | $8.05 |
| 2024 Q2 | REDUCED | 41,389 | -124,174 | -75.0% | 0.10% | $300K | $6.59 |
| 2023 Q3 | ADDED | 165,563 | +140,184 | +552.4% | 0.28% | $1.2M | $6.45 |
| 2022 Q3 | REDUCED | 25,379 | -3,098 | -10.9% | 0.05% | $165K | $5.29 |
| 2021 Q2 | INITIATED | 28,477 | — | — | 0.10% | $231K | $6.19 |
As of 2025 Q4 — sorted by position size