Advertisement
Screener

U S WEALTH GROUP, LLC. Historic Quarter Change: Foreign Everything Else, Added

U S WEALTH GROUP, LLC. historic quarter change: Foreign Everything Else, Added

In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), over 4 quarters from 2024-12-31 to 2025-12-31, U S WEALTH GROUP, LLC. opened 0 positions, added to 0, reduced 0 and sold out of 0.

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.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Antonelli Financial Advisors, LLCUnited States$0.152B44
Piedmont Capital Management, LLC/NCUnited States$0.152B115
LEIGH BALDWIN & CO., LLCUnited States$0.152B162
ALBERT D MASON INCUnited States$0.152B139
Foundation Wealth Management, LLCUnited States$0.152B43
Terra Nova Asset Management LLCUnited States$0.152B83
TRAVELERS COMPANIES, INC.United States$0.152B3
Wilson & Boucher Capital Management, LLCUnited States$0.152B114
BARINGTON COMPANIES MANAGEMENT, LLCUnited States$0.152B11
Paradigm, Strategies in Wealth Management, LLCUnited States$0.152B49