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U S WEALTH GROUP, LLC.: GS position timeline

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

U S WEALTH GROUP, LLC. held 4,604 GS 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 4,604 shares
    Change vs previous 13F -110 shares

    2.83% of the 13F portfolio, value $4,719,196.

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

  2. period ended2026-03-31
    13F 4,714 shares
    Change vs previous 13F -115 shares

    2.73% of the 13F portfolio, value $4,040,542.

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

  3. period ended2025-12-31
    13F 4,829 shares
    Change vs previous 13F -63 shares

    2.8% of the 13F portfolio, value $4,244,736.

    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 4,892 shares
    Change vs previous 13F -107 shares

    2.55% of the 13F portfolio, value $3,895,744.

    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 4,999 shares
    Change vs previous 13F +298 shares

    2.76% of the 13F portfolio, value $3,538,042.

    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 4,701 shares
    Change vs previous 13F -270 shares

    2.06% of the 13F portfolio, value $2,604,710.

    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 4,971 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,846,494.

    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).