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U S WEALTH GROUP, LLC.: TLT position timeline

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

U S WEALTH GROUP, LLC. held 145,874 TLT 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 145,874 shares
    Change vs previous 13F +35,167 shares

    7.55% of the 13F portfolio, value $12,606,414.

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

  2. period ended2026-03-31
    13F 110,707 shares
    Change vs previous 13F -2,495 shares

    6.49% of the 13F portfolio, value $9,597,198.

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

  3. period ended2025-12-31
    13F 113,202 shares
    Change vs previous 13F -1,306 shares

    6.5% of the 13F portfolio, value $9,866,663.

    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 114,508 shares
    Change vs previous 13F +33,515 shares

    6.69% of the 13F portfolio, value $10,233,580.

    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 80,993 shares
    Change vs previous 13F -8,080 shares

    5.57% of the 13F portfolio, value $7,147,632.

    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 89,073 shares
    Change vs previous 13F -1,623 shares

    6.43% of the 13F portfolio, value $8,108,315.

    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 90,696 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $7,920,481.

    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).