UNION SAVINGS BANK

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$204M
Signature - Title
Kathleen M VanOrmer - VP Wealth Management Operations Manager
Location
Litchfield, CT
Summary
This page shows a list of all the recent 13F filings made by UNION SAVINGS BANK. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UNION SAVINGS BANK reported 297 stock holdings with total value $204M as of Q3 2024. Top holdings included SPHQ, BRKA, IJH, SPY, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 297 $204M +$6.43M -$5.54M +$893K SPHQ, BRKA, IJH, SPY, MSFT 13F-HR 10/15/2024, 03:08 PM
Q2 2024 297 $190M +$5.51M -$5.88M -$368K SPHQ, BRKA, SPY, IJH, MSFT 13F-HR 8/1/2024, 11:39 AM
Q1 2024 296 $191M +$17.4M -$9.26M +$8.12M BRKA, SPHQ, IJH, SPY, MSFT 13F-HR 4/29/2024, 11:28 AM
Q4 2023 304 $176M +$10.1M -$8.41M +$1.72M BRKA, SPHQ, IJH, SPY, VYM 13F-HR 2/9/2024, 04:25 PM
Q3 2023 301 $160M +$4.71M -$834K +$3.88M BRKA, IJH, SPY, VYM, MSFT 13F-HR 10/24/2023, 03:42 PM
Q2 2023 285 $167M $0 $0 BRKA, IJH, SPY, VYM, MSFT 13F-HR 8/14/2023, 12:29 PM