SEC 13F Intelligence

U S Wealth Group, LLC. / SPG

U S Wealth Group, LLC.’s Simon Ppty Group Inc New Position

Does U S Wealth Group, LLC. own Simon Ppty Group Inc New (SPG)? Yes — 15.1K shares worth $3M (+1.84% of its 13F portfolio) as of Q1 2026, down from 15.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
15.1K
% of Portfolio
+1.84%
Quarters Held
5
currently held

Position History SPG

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.1K$3M+1.84%
Q3 202515.1K$3M+1.86%
Q2 202514.9K$2M+1.87%
Q1 202514.1K$2M+1.85%
Q4 202414.3K$2M+1.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See U S Wealth Group, LLC.’s full portfolio or all institutional holders of SPG.