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Disclosery

Cosner Financial Group, LLC: USIG position timeline

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

Cosner Financial Group, LLC held 379,687 USIG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,687 shares
    Change vs previous 13F +14,520 shares

    10% of the 13F portfolio, value $19,474,142.

    13F-HR 0001674627-26-000005 filed by Cosner Financial Group, LLC
    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 365,167 shares
    Change vs previous 13F +6,586 shares

    10.28% of the 13F portfolio, value $18,707,496.

    13F-HR 0001674627-26-000003 filed by Cosner Financial Group, LLC
    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 358,581 shares
    Change vs previous 13F +11,067 shares

    9.47% of the 13F portfolio, value $18,563,719.

    13F-HR 0001674627-26-000001 filed by Cosner Financial Group, LLC
    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 347,514 shares
    Change vs previous 13F +33,973 shares

    9.76% of the 13F portfolio, value $18,147,186.

    13F-HR 0001674627-25-000008 filed by Cosner Financial Group, LLC
    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 313,541 shares
    Change vs previous 13F +19,424 shares

    8.98% of the 13F portfolio, value $16,131,307.

    13F-HR 0001674627-25-000005 filed by Cosner Financial Group, LLC
    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 294,117 shares
    Change vs previous 13F +61,079 shares

    9.19% of the 13F portfolio, value $15,023,510.

    13F-HR 0001674627-25-000004 filed by Cosner Financial Group, LLC
    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 233,038 shares
    Change vs previous 13F +18,815 shares

    7.42% of the 13F portfolio, value $11,713,469.

    13F-HR 0001674627-25-000002 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 214,223 shares
    Change vs previous 13F not available

    7.26% of the 13F portfolio, value $11,263,850.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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