Back to USB-PS
Lakeside Advisors, INC. → USB-PS
Lakeside Advisors, INC. USB-PS Position History
USB-PS
Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q4 2025 | $5M |
| Q1 2026 | $4.7M |
| Q2 2026 | $5.4M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 87.7K | — | — |
| Q2 2026 | $5.4M | 89.0K | — | — |
| Q1 2026 | $4.7M | 89.9K | — | — |
| Q4 2025 | $5M | 93.2K | — | — |
| Q3 2025 | $4.7M | 96.3K | — | — |