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Disclosery

U S WEALTH GROUP, LLC.: XYZ position timeline

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

U S WEALTH GROUP, LLC. held 0 XYZ shares at 2026-03-31 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -13,515 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 13,515 shares
    Change vs previous 13F -534 shares

    0.58% of the 13F portfolio, value $879,691.

    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).

  3. period ended2025-09-30
    13F 14,049 shares
    Change vs previous 13F +447 shares

    0.66% of the 13F portfolio, value $1,015,321.

    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).

  4. period ended2025-06-30
    13F 13,602 shares
    Change vs previous 13F +5,972 shares

    0.72% of the 13F portfolio, value $923,984.

    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).

  5. period ended2025-03-31
    13F 7,630 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $414,537.

    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).

  6. period ended2024-12-31
    13F 7,630 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $648,473.

    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).