Skip to content
Disclosery

Broadway Wealth Solutions, Inc.: USTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on USTB, newest first. How the timeline and the estimate are built.

Broadway Wealth Solutions, Inc. held 578,799 USTB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 578,799 shares
    Change vs previous 13F +18,848 shares

    13.69% of the 13F portfolio, value $29,298,802.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 559,951 shares
    Change vs previous 13F +39,933 shares

    14.65% of the 13F portfolio, value $28,322,318.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 520,018 shares
    Change vs previous 13F +42,427 shares

    14.12% of the 13F portfolio, value $26,437,712.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 477,591 shares
    Change vs previous 13F +33,521 shares

    13.66% of the 13F portfolio, value $24,352,362.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 444,070 shares
    Change vs previous 13F +24,749 shares

    14.05% of the 13F portfolio, value $22,567,634.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 419,321 shares
    Change vs previous 13F +34,741 shares

    15.5% of the 13F portfolio, value $21,238,605.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 384,580 shares
    Change vs previous 13F not available

    14.64% of the 13F portfolio, value $19,305,934.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).