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RIVERCHASE WEALTH MANAGEMENT, LLC: USFR position timeline

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

RIVERCHASE WEALTH MANAGEMENT, LLC held 4,652 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,652 shares
    Change vs previous 13F -4,046 shares

    0.11% of the 13F portfolio, value $234,228.

    13F-HR 0002085853-26-000769 filed by RIVERCHASE WEALTH MANAGEMENT, 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 8,698 shares
    Change vs previous 13F -18,692 shares

    0.23% of the 13F portfolio, value $437,857.

    13F-HR 0002085853-26-000418 filed by RIVERCHASE WEALTH MANAGEMENT, 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 27,390 shares
    Change vs previous 13F -14,047 shares

    0.75% of the 13F portfolio, value $1,378,265.

    13F-HR 0002085853-26-000169 filed by RIVERCHASE WEALTH MANAGEMENT, 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 41,437 shares
    Change vs previous 13F -2,769 shares

    1.18% of the 13F portfolio, value $2,083,038.

    13F-HR 0002085853-25-000140 filed by RIVERCHASE WEALTH MANAGEMENT, 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 44,206 shares
    Change vs previous 13F -6,955 shares

    1.41% of the 13F portfolio, value $2,224,004.

    13F-HR 0001667731-25-000939 filed by RIVERCHASE WEALTH MANAGEMENT, 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 51,161 shares
    Change vs previous 13F +293 shares

    1.8% of the 13F portfolio, value $2,574,933.

    13F-HR 0001667731-25-000591 filed by RIVERCHASE WEALTH MANAGEMENT, 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 50,868 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,559,678.

    13F-HR 0001667731-25-000242 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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