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
- period ended2026-03-3113F 0 sharesChange vs previous 13F -3,243 shares
13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
Accepted , ingestedExited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 3,243 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,243 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,243 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,381 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,381 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).