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U.S. Bancorp shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 296k 45.73
2024-06-30 $12M 298k 39.04