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U S WEALTH GROUP, LLC.: META position timeline

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

U S WEALTH GROUP, LLC. held 12,076 META 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 12,076 shares
    Change vs previous 13F +4,152 shares

    4.07% of the 13F portfolio, value $6,802,314.

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

  2. period ended2026-03-31
    13F 7,924 shares
    Change vs previous 13F -92 shares

    3.06% of the 13F portfolio, value $4,533,574.

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

  3. period ended2025-12-31
    13F 8,016 shares
    Change vs previous 13F -65 shares

    3.49% of the 13F portfolio, value $5,291,290.

    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 8,081 shares
    Change vs previous 13F +1,138 shares

    3.88% of the 13F portfolio, value $5,934,525.

    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 6,943 shares
    Change vs previous 13F +94 shares

    4% of the 13F portfolio, value $5,124,559.

    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 6,849 shares
    Change vs previous 13F -203 shares

    3.13% of the 13F portfolio, value $3,947,489.

    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 7,052 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $4,129,016.

    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).