• 13F History

UNION SAVINGS BANK

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$205M
Signature - Title
Kathleen Vanormer - VP WM OPS 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 307 stock holdings with total value $205M as of Q1 2025. Top holdings included SPHQ, SPY, IJH, MSFT, and VYM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 307 $205M +$6.41M -$4.43M +$1.98M SPHQ, SPY, IJH, MSFT, VYM 13F-HR 4/22/2025, 11:31 AM
Q4 2024 290 $203M +$7.8M -$6.19M +$1.62M SPHQ, BRKA, SPY, IJH, MSFT 13F-HR 1/16/2025, 01:19 PM
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 302 $160M +$4.72M -$834K +$3.89M BRKA, IJH, SPY, VYM, MSFT 13F-HR 10/24/2023, 03:42 PM
Q2 2023 281 $167M BRKA, IJH, SPY, VYM, MSFT 13F-HR 8/14/2023, 01:29 PM