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Global Assets Advisory, LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Assets Advisory, LLC on USFR, newest first. How the timeline and the estimate are built.

Global Assets Advisory, LLC held 120,604 USFR 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 120,604 shares
    Change vs previous 13F +48,285 shares

    1.33% of the 13F portfolio, value $6,073,630.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 72,319 shares
    Change vs previous 13F +27,713 shares

    1.04% of the 13F portfolio, value $3,640,538.

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, 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 44,606 shares
    Change vs previous 13F +5,760 shares

    0.64% of the 13F portfolio, value $2,244,574.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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 38,846 shares
    Change vs previous 13F -4,286 shares

    0.58% of the 13F portfolio, value $1,952,788.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 43,132 shares
    Change vs previous 13F -101,111 shares

    0.85% of the 13F portfolio, value $2,169,540.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 144,243 shares
    Change vs previous 13F +97,700 shares

    1.37% of the 13F portfolio, value $7,262,040.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, 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 46,543 shares
    Change vs previous 13F +12,856 shares

    1.29% of the 13F portfolio, value $2,342,509.

    13F-HR 0001420506-25-000476 filed by Global Assets Advisory, 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 33,687 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,692,098.

    13F-HR 0001420506-24-002159 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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