Norris Financial Group, LLC: USAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on USAI, newest first. How the timeline and the estimate are built.
Norris Financial Group, LLC held 162,973 USAI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 162,973 sharesChange vs previous 13F +19,498 shares
2.95% of the 13F portfolio, value $7,414,617.
13F-HR 0002129318-26-000029 filed by Norris Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 143,475 sharesChange vs previous 13F not available
2.2% of the 13F portfolio, value $6,741,892.
13F-HR 0002129318-26-000002 filed by Norris Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).