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Sanchez Wealth Management Group: USFR position timeline

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

Sanchez Wealth Management Group held 237,190 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,190 shares
    Change vs previous 13F +86,255 shares

    2.09% of the 13F portfolio, value $11,942,500.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 150,935 shares
    Change vs previous 13F +8,204 shares

    1.64% of the 13F portfolio, value $7,598,022.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 142,731 shares
    Change vs previous 13F -113,995 shares

    1.54% of the 13F portfolio, value $7,182,234.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 256,726 shares
    Change vs previous 13F -29,605 shares

    2.87% of the 13F portfolio, value $12,905,617.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 286,331 shares
    Change vs previous 13F +89,249 shares

    3.47% of the 13F portfolio, value $14,405,304.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 197,082 shares
    Change vs previous 13F +7,126 shares

    2.69% of the 13F portfolio, value $9,919,133.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 189,956 shares
    Change vs previous 13F -33,990 shares

    2.61% of the 13F portfolio, value $9,558,588.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 223,946 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $11,246,531.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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