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Disclosery

U S WEALTH GROUP, LLC.: HD position timeline

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

U S WEALTH GROUP, LLC. held 9,576 HD 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 9,576 shares
    Change vs previous 13F +3,193 shares

    2.02% of the 13F portfolio, value $3,377,365.

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

  2. period ended2026-03-31
    13F 6,383 shares
    Change vs previous 13F -99 shares

    1.42% of the 13F portfolio, value $2,099,367.

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

  3. period ended2025-12-31
    13F 6,482 shares
    Change vs previous 13F -77 shares

    1.47% of the 13F portfolio, value $2,230,487.

    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 6,559 shares
    Change vs previous 13F +397 shares

    1.74% of the 13F portfolio, value $2,657,641.

    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 6,162 shares
    Change vs previous 13F +264 shares

    1.76% of the 13F portfolio, value $2,259,236.

    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 5,898 shares
    Change vs previous 13F -1,736 shares

    1.71% of the 13F portfolio, value $2,161,579.

    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 7,634 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,969,569.

    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).