SFG Wealth Management, LLC.: URA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on URA, newest first. How the timeline and the estimate are built.
SFG Wealth Management, LLC. held 0 URA shares at 2026-03-31 per its 13F-HR filed 2026-04-23.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -5,948 shares
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 5,948 sharesChange vs previous 13F +5,948 shares
0.1% of the 13F portfolio, value $254,155.
13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -42,771 shares
13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 42,771 sharesChange vs previous 13F -620 shares
0.6% of the 13F portfolio, value $1,145,401.
13F-HR 0001085146-25-000281 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,391 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $1,241,417.
13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).