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Disclosery

U S WEALTH GROUP, LLC.: BLK position timeline

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

U S WEALTH GROUP, LLC. held 3,260 BLK 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 3,260 shares
    Change vs previous 13F +685 shares

    1.88% of the 13F portfolio, value $3,134,780.

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

  2. period ended2026-03-31
    13F 2,575 shares
    Change vs previous 13F -29 shares

    1.67% of the 13F portfolio, value $2,476,465.

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

  3. period ended2025-12-31
    13F 2,604 shares
    Change vs previous 13F -39 shares

    1.84% of the 13F portfolio, value $2,787,196.

    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 2,643 shares
    Change vs previous 13F +63 shares

    2.01% of the 13F portfolio, value $3,081,394.

    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 2,580 shares
    Change vs previous 13F +173 shares

    2.11% of the 13F portfolio, value $2,707,065.

    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 2,407 shares
    Change vs previous 13F -150 shares

    1.81% of the 13F portfolio, value $2,278,177.

    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 2,557 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,621,206.

    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).