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
- period ended2026-06-3013F 4,604 sharesChange 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 - period ended2026-03-3113F 4,714 sharesChange 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 - period ended2025-12-3113F 4,829 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,892 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,999 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,701 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,971 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).