Skip to content
Disclosery

U S WEALTH GROUP, LLC.: IEF position timeline

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

U S WEALTH GROUP, LLC. held 131,067 IEF 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 131,067 shares
    Change vs previous 13F +29,227 shares

    7.42% of the 13F portfolio, value $12,394,982.

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

  2. period ended2026-03-31
    13F 101,840 shares
    Change vs previous 13F -2,946 shares

    6.57% of the 13F portfolio, value $9,719,581.

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

  3. period ended2025-12-31
    13F 104,786 shares
    Change vs previous 13F -1,232 shares

    6.64% of the 13F portfolio, value $10,076,182.

    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 106,018 shares
    Change vs previous 13F +28,678 shares

    6.68% of the 13F portfolio, value $10,226,496.

    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 77,340 shares
    Change vs previous 13F -7,350 shares

    5.77% of the 13F portfolio, value $7,406,852.

    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 84,690 shares
    Change vs previous 13F -1,726 shares

    6.4% of the 13F portfolio, value $8,076,885.

    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 86,416 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $7,989,159.

    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).