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Brophy Wealth Management, LLC: USIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brophy Wealth Management, LLC on USIG, newest first. How the timeline and the estimate are built.

Brophy Wealth Management, LLC held 101,128 USIG shares at 2024-09-30 per its 13F-HR filed 2024-11-15.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 101,128 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $5,317,310.

    13F-HR 0001085146-24-005981 filed by Brophy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).