Skip to content
Disclosery

USAdvisors Wealth Management, LLC: FWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USAdvisors Wealth Management, LLC on FWD, newest first. How the timeline and the estimate are built.

USAdvisors Wealth Management, LLC held 20,190 FWD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,190 shares
    Change vs previous 13F +2,526 shares

    0.86% of the 13F portfolio, value $2,990,000.

    13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,664 shares
    Change vs previous 13F +81 shares

    0.61% of the 13F portfolio, value $1,825,000.

    13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,583 shares
    Change vs previous 13F +1,811 shares

    0.6% of the 13F portfolio, value $1,835,000.

    13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, 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 15,772 shares
    Change vs previous 13F +1,554 shares

    0.55% of the 13F portfolio, value $1,595,000.

    13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, 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 14,218 shares
    Change vs previous 13F +550 shares

    0.47% of the 13F portfolio, value $1,276,000.

    13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, 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 13,668 shares
    Change vs previous 13F +3,318 shares

    0.34% of the 13F portfolio, value $962,000.

    13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, 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 10,350 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $819,000.

    13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).