Current Market Value 217,680,070
Current Holdings 282
Most Recent File Date 2025-08-08
Total Filings on Record 9
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 282 217,680
2025-04-22 2025-03-31 13F-HR 307 204,619
2025-01-16 2024-12-31 13F-HR 290 203,375
2024-10-15 2024-09-30 13F-HR 297 204,006
2024-08-01 2024-06-30 13F-HR 297 190,455
2024-04-29 2024-03-31 13F-HR 296 191,241
2024-02-09 2023-12-31 13F-HR 304 176,305
2023-10-24 2023-09-30 13F-HR 301 160,406
2023-08-14 2023-06-30 13F-HR 285 167,489