Form 13-F position report

U.S. BANCORP DEPOSITARY SHARES

Reported by Baron Financial Group LLC

Company profile Manager portfolio Source filing
USBPRM CUSIP 902973833 Manager CIK 0001832093
Latest reported change

Reported 0 shares, down 312 (100.0%) from the prior quarter.

Reported value -100.0%; share count -100.0% vs. the prior quarter.

Reduced
% of reported 13F value 0 This manager · Q1 2022
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 7 Through Q1 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

2 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q1 2022 Reduced 0 -312 (-100.0%) 0 $0 2022-05-13
Q4 2021 Unchanged 312 0 (0.0%) < 0.01% $7,800 2022-02-09
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Institutional context

Who else reported the position

7 managers reported U.S. BANCORP DEPOSITARY SHARES for Q1 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Baron Financial Group LLC This report Reduced 0 -312 0 $0 7 qtrs
VERUS CAPITAL PARTNERS LLC Reduced 0 -67 0 $0 1 qtr
DIVIDEND ASSETS CAPITAL LLC Reduced 0 -800 0 $0 6 qtrs
Mathes Company Inc Reduced 0 -18,625 0 $0 6 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 0 -4,529 0 $0 30 qtrs
Accel Wealth Management Reduced 0 -321 0 $0 2 qtrs
PRIVATE TRUST CO NA Reduced 0 -12,232 0 $0 3 qtrs
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Filing details and methodology As reported
Report period
March 31, 2022
Filed
May 13, 2022
Filing type
13F-HR
Position type
COM NEW

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.