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Disclosery

U S WEALTH GROUP, LLC.: SPG position timeline

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

U S WEALTH GROUP, LLC. held 16,406 SPG 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 16,406 shares
    Change vs previous 13F +1,458 shares

    2.2% of the 13F portfolio, value $3,669,208.

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

  2. period ended2026-03-31
    13F 14,948 shares
    Change vs previous 13F -113 shares

    1.88% of the 13F portfolio, value $2,788,198.

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

  3. period ended2025-12-31
    13F 15,061 shares
    Change vs previous 13F -88 shares

    1.84% of the 13F portfolio, value $2,788,007.

    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 15,149 shares
    Change vs previous 13F +266 shares

    1.86% of the 13F portfolio, value $2,843,013.

    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 14,883 shares
    Change vs previous 13F +826 shares

    1.87% of the 13F portfolio, value $2,392,591.

    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 14,057 shares
    Change vs previous 13F -272 shares

    1.85% of the 13F portfolio, value $2,334,586.

    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 14,329 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,467,597.

    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).