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Warner Group LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Warner Group LLC on USFR, newest first. How the timeline and the estimate are built.

Warner Group LLC held 412,508 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 412,508 shares
    Change vs previous 13F +229,134 shares

    5.12% of the 13F portfolio, value $20,769,726.

    13F-HR 0002073617-26-000004 filed by Warner Group 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 183,374 shares
    Change vs previous 13F +9,344 shares

    6.03% of the 13F portfolio, value $9,231,037.

    13F-HR 0002073617-26-000003 filed by Warner 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 ended2025-12-31
    13F 174,030 shares
    Change vs previous 13F +283 shares

    5.4% of the 13F portfolio, value $8,757,192.

    13F-HR 0002073617-26-000001 filed by Warner 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 173,747 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $8,734,300.

    13F-HR 0002073617-25-000002 filed by Warner Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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