Skip to content
Disclosery

U S WEALTH GROUP, LLC.: AGG position timeline

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

U S WEALTH GROUP, LLC. held 125,476 AGG shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,476 shares
    Change vs previous 13F +27,848 shares

    7.44% of the 13F portfolio, value $12,419,634.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 97,628 shares
    Change vs previous 13F -2,857 shares

    6.55% of the 13F portfolio, value $9,691,530.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 100,485 shares
    Change vs previous 13F -1,552 shares

    6.61% of the 13F portfolio, value $10,036,475.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 102,037 shares
    Change vs previous 13F +28,079 shares

    6.68% of the 13F portfolio, value $10,229,209.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 73,958 shares
    Change vs previous 13F -6,485 shares

    5.72% of the 13F portfolio, value $7,336,634.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 80,443 shares
    Change vs previous 13F -2,174 shares

    6.31% of the 13F portfolio, value $7,957,421.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 82,617 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $8,005,587.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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