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U S WEALTH GROUP, LLC.: VTSAX position timeline

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

U S WEALTH GROUP, LLC. held 2,224 VTSAX 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 2,224 shares
    Change vs previous 13F -558 shares

    0.24% of the 13F portfolio, value $400,765.

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

  2. period ended2026-03-31
    13F 2,782 shares
    Change vs previous 13F +9 shares

    0.29% of the 13F portfolio, value $434,558.

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

  3. period ended2025-12-31
    13F 2,773 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $452,518.

    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 2,765 shares
    Change vs previous 13F -2,992 shares

    0.29% of the 13F portfolio, value $441,746.

    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 5,757 shares
    Change vs previous 13F +3,008 shares

    0.32% of the 13F portfolio, value $408,134.

    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 2,749 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $367,717.

    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 2,739 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $386,378.

    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).