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Disclosery

Erickson Financial Group, LLC: USIG position timeline

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

Erickson Financial Group, LLC held 101,738 USIG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,738 shares
    Change vs previous 13F -1,980 shares

    2.8% of the 13F portfolio, value $5,218,142.

    13F-HR 0001951757-26-001068 filed by Erickson 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 103,718 shares
    Change vs previous 13F +4,801 shares

    3.33% of the 13F portfolio, value $5,313,473.

    13F-HR 0001951757-26-000542 filed by Erickson 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 98,917 shares
    Change vs previous 13F +8,200 shares

    3.14% of the 13F portfolio, value $5,120,933.

    13F-HR 0001951757-26-000237 filed by Erickson 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 90,717 shares
    Change vs previous 13F +951 shares

    2.98% of the 13F portfolio, value $4,737,242.

    13F-HR 0001951757-25-001223 filed by Erickson 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 89,766 shares
    Change vs previous 13F +2,309 shares

    3.12% of the 13F portfolio, value $4,617,563.

    13F-HR 0001951757-25-001069 filed by Erickson 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 87,457 shares
    Change vs previous 13F +1,759 shares

    3.33% of the 13F portfolio, value $4,467,304.

    13F-HR 0001951757-25-000366 filed by Erickson 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 85,698 shares
    Change vs previous 13F +1,063 shares

    3.07% of the 13F portfolio, value $4,308,895.

    13F-HR 0001951757-25-000155 filed by Erickson 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 84,635 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $4,450,108.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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