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Disclosery

U S WEALTH GROUP, LLC.: V position timeline

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

U S WEALTH GROUP, LLC. held 8,866 V 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 8,866 shares
    Change vs previous 13F +1,399 shares

    1.82% of the 13F portfolio, value $3,041,853.

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

  2. period ended2026-03-31
    13F 7,467 shares
    Change vs previous 13F -77 shares

    1.53% of the 13F portfolio, value $2,256,834.

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

  3. period ended2025-12-31
    13F 7,544 shares
    Change vs previous 13F -80 shares

    1.74% of the 13F portfolio, value $2,645,756.

    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 7,624 shares
    Change vs previous 13F +170 shares

    1.7% of the 13F portfolio, value $2,602,681.

    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 7,454 shares
    Change vs previous 13F +105 shares

    2.06% of the 13F portfolio, value $2,646,543.

    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 7,349 shares
    Change vs previous 13F -231 shares

    2.04% of the 13F portfolio, value $2,575,530.

    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 7,580 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,395,583.

    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).