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Disclosery

U S WEALTH GROUP, LLC.: SPY position timeline

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

U S WEALTH GROUP, LLC. held 340 SPY 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 340 shares
    Change vs previous 13F -12,360 shares

    0.15% of the 13F portfolio, value $253,902.

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

  2. period ended2026-03-31
    13F 12,700 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $282,075.

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