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Laurel Wealth Advisors LLC: USFR position timeline

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

Laurel Wealth Advisors LLC held 151,876 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,876 shares
    Change vs previous 13F +35 shares

    0.74% of the 13F portfolio, value $7,646,957.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors 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 151,841 shares
    Change vs previous 13F -9,370 shares

    0.76% of the 13F portfolio, value $7,652,787.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors 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 161,211 shares
    Change vs previous 13F +8,992 shares

    1.07% of the 13F portfolio, value $8,112,138.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors 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 152,219 shares
    Change vs previous 13F +3,588 shares

    1.07% of the 13F portfolio, value $7,652,050.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors 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/A 148,631 shares
    Change vs previous 13F +2,833 shares

    1.12% of the 13F portfolio, value $7,477,626.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors 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 145,798 shares
    Change vs previous 13F +4,075 shares

    1.15% of the 13F portfolio, value $7,338,014.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors 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 141,723 shares
    Change vs previous 13F +882 shares

    1.11% of the 13F portfolio, value $7,131,502.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 140,841 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $7,073,036.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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