USB US BANCORP DEL

Ownership history in S.E.E.D. Planning Group LLC  ·  21 quarters on record

AI Ownership Summary

S.E.E.D. Planning Group LLC reported US BANCORP DEL (USB) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.24% in 2025 Q4. The latest visible filing shows USB at 3.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S.E.E.D. Planning Group LLC's position in US BANCORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USB was reported at 3.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How S.E.E.D. Planning Group LLC held USB — position size vs. price
% of Fund (quarterly)    USB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 212,860 +5,191 +2.5% 3.24% $11.4M 2026-02-14 (Est.) $57.69
2025 Q3 REDUCED 207,669 -5,648 -2.6% 2.93% $10.0M 2025-10-14 $46.64
2025 Q2 ADDED 213,317 +12,935 +6.5% 3.03% $9.7M 2025-07-08 $46.70
2025 Q1 ADDED 200,382 +16,266 +8.8% 2.85% $8.5M 2025-04-08 $35.28
2024 Q4 REDUCED 184,116 -9,670 -5.0% 2.94% $8.8M 2025-01-14 $46.99
2024 Q3 REDUCED 193,786 -3,244 -1.6% 2.94% $8.9M 2024-10-15 $44.55
2024 Q2 ADDED 197,030 +10,005 +5.3% 2.84% $7.8M 2024-07-18 $41.63
2024 Q1 ADDED 187,025 +15,960 +9.3% 3.05% $8.4M 2024-04-16 $37.96
2023 Q4 REDUCED 171,065 -892 -0.5% 2.98% $7.4M 2024-01-26 $39.03
2023 Q3 ADDED 171,957 +19,507 +12.8% 2.19% $5.7M 2023-10-17 $31.58
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S.E.E.D. Planning Group LLC and USB

These are the practical questions this page is built to answer before you even open the full history table.

How long has S.E.E.D. Planning Group LLC reported owning USB?

S.E.E.D. Planning Group LLC reported USB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported USB position in S.E.E.D. Planning Group LLC's portfolio?

The largest reported portfolio weight for USB was 3.24% in 2025 Q4.

What is the latest reported USB position on this page?

The most recent filing on this page is 2025 Q4, when S.E.E.D. Planning Group LLC reported 212,860 shares, equal to 3.24% of portfolio, with an estimated market value of $11.4M.

What does the chart on this USB ownership page compare?

The chart compares S.E.E.D. Planning Group LLC's quarterly USB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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