U S Wealth Group, Llc.CoreConcentrated trader

CIK: 0001554427 | SYOSSET, NY

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	47	$167.0M	2026-09-10	SEC ↗
Q1 2026	13F-HR	41	$147.9M	2026-09-10	SEC ↗
Q4 2025	13F-HR	43	$151.7M	2026-03-17	SEC ↗
Q3 2025	13F-HR	41	$153.0M	2025-11-18	SEC ↗
Q2 2025	13F-HR	41	$128.3M	2025-08-15	SEC ↗
Q1 2025	13F-HR	40	$126.2M	2025-05-15	SEC ↗
Q4 2024	13F-HR	40	$132.3M	2025-02-13	SEC ↗