13F Filings History of UNION SAVINGS BANK

Latest 13F report
Q4 2025 - 06 Mar 2026
Value $
$230,837,762
Signature - Title
Kathleen VanOrmer - VP Wealth Management Operations and Compliance 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 321 stock holdings with total value $230,837,762 as of Q4 2025. Top holdings included SPHQ, BRKA, SPY, IJH, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 321 $230,837,762 +$7,507,181 -$6,626,130 +$881,051 SPHQ, BRKA, SPY, IJH, MSFT 13F-HR 06 Mar 2026, 13:44
Q2 2025 282 $217,680,070 +$6,706,131 -$5,986,939 +$719,192 SPHQ, BERKSHIRE HATHAWAY INC COM, SPY, IJH, MSFT 13F-HR 08 Aug 2025, 15:31
Q1 2025 307 $204,619,497 +$6,413,940 -$4,430,576 +$1,983,364 SPHQ, BERKSHIRE HATHAWAY INC COM, SPY, IJH, MSFT 13F-HR 22 Apr 2025, 11:31
Q4 2024 290 $203,375,398 +$7,801,732 -$6,186,422 +$1,615,310 SPHQ, BRKA, SPY, IJH, MSFT 13F-HR 16 Jan 2025, 13:19
Q3 2024 297 $204,006,281 +$6,429,326 -$5,536,242 +$893,084 SPHQ, BRKA, IJH, SPY, MSFT 13F-HR 15 Oct 2024, 15:08
Q2 2024 297 $190,454,922 +$5,510,879 -$5,879,214 -$368,335 SPHQ, BRKA, SPY, IJH, MSFT 13F-HR 01 Aug 2024, 11:39
Q1 2024 296 $191,240,690 +$17,374,075 -$9,258,741 +$8,115,334 BRKA, SPHQ, IJH, SPY, MSFT 13F-HR 29 Apr 2024, 11:28
Q4 2023 304 $176,304,922 +$10,133,936 -$8,410,550 +$1,723,386 BRKA, SPHQ, IJH, SPY, VYM 13F-HR 09 Feb 2024, 16:25
Q3 2023 301 $160,406,457 +$4,711,666 -$834,283 +$3,877,383 BRKA, IJH, SPY, VYM, MSFT 13F-HR 24 Oct 2023, 15:42
Q2 2023 285 $167,390,955 $0 $0 $0 BRKA, IJH, SPY, VYM, MSFT 13F-HR 14 Aug 2023, 12:29