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National Wealth Management Group, LLC: USXF position timeline

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

National Wealth Management Group, LLC held 21,186 USXF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,186 shares
    Change vs previous 13F -4 shares

    0.45% of the 13F portfolio, value $1,471,368.

    13F-HR 0001977723-26-000004 filed by National Wealth Management 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 21,190 shares
    Change vs previous 13F +4,091 shares

    0.44% of the 13F portfolio, value $1,169,688.

    13F-HR 0001977723-26-000002 filed by National Wealth Management 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 17,099 shares
    Change vs previous 13F +187 shares

    0.34% of the 13F portfolio, value $984,560.

    13F-HR 0001977723-26-000001 filed by National Wealth Management 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 16,912 shares
    Change vs previous 13F +207 shares

    0.37% of the 13F portfolio, value $969,227.

    13F-HR 0001977723-25-000006 filed by National Wealth Management 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 16,705 shares
    Change vs previous 13F -1,797 shares

    0.5% of the 13F portfolio, value $900,901.

    13F-HR 0001977723-25-000004 filed by National Wealth Management 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 18,502 shares
    Change vs previous 13F +428 shares

    0.57% of the 13F portfolio, value $863,488.

    13F-HR 0001848831-25-000007 filed by National Wealth Management 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 18,074 shares
    Change vs previous 13F +658 shares

    0.6% of the 13F portfolio, value $898,639.

    13F-HR 0001977723-25-000001 filed by National Wealth Management 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 17,416 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $854,777.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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