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SIMA Wealth Partners, LLC: USIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMA Wealth Partners, LLC on USIG, newest first. How the timeline and the estimate are built.

SIMA Wealth Partners, LLC held 197,581 USIG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,581 shares
    Change vs previous 13F +3,941 shares

    7.18% of the 13F portfolio, value $10,133,930.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 193,640 shares
    Change vs previous 13F +15,704 shares

    7.56% of the 13F portfolio, value $9,920,172.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 177,936 shares
    Change vs previous 13F +4,505 shares

    7% of the 13F portfolio, value $9,211,741.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 173,431 shares
    Change vs previous 13F +571 shares

    6.93% of the 13F portfolio, value $9,056,569.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 172,860 shares
    Change vs previous 13F +18,465 shares

    7.18% of the 13F portfolio, value $8,891,933.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 154,395 shares
    Change vs previous 13F +17,660 shares

    6.55% of the 13F portfolio, value $7,886,511.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 136,735 shares
    Change vs previous 13F +38,217 shares

    5.84% of the 13F portfolio, value $6,875,050.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, LLC
    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 98,518 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $5,180,078.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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