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U S WEALTH GROUP, LLC.: BKU position timeline

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

U S WEALTH GROUP, LLC. held 0 BKU shares at 2026-03-31 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,243 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,243 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $144,541.

    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).

  3. period ended2025-09-30
    13F 3,243 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $123,753.

    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).

  4. period ended2025-06-30
    13F 3,243 shares
    Change vs previous 13F -3,138 shares

    0.09% of the 13F portfolio, value $115,418.

    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).

  5. period ended2025-03-31
    13F 6,381 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $219,761.

    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).

  6. period ended2024-12-31
    13F 6,381 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $243,562.

    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).