U S WEALTH GROUP, LLC. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2024-12-31 to 2025-12-31, U S WEALTH GROUP, LLC. opened 0 positions, added to 5, reduced 11 and sold out of 0.
- Q3 2025: Stock TLT; Country of operation —; Class ETF; Shares before 80,993.
- Q3 2025: Stock AGG; Country of operation —; Class Common Stock; Shares before 73,958.
- Q3 2025: Stock IEF; Country of operation —; Class ETF; Shares before 77,340.
- Q3 2025: Stock SCHX; Country of operation —; Class ETF; Shares before 224,267.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1554427), 4 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-18); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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