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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

  1. period ended2026-06-30
    13F 162,973 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 143,475 shares
    Change 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), ingested

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