WMG Financial Advisors, LLC
Holdings in USAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $508,852 | 22,124 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $560,976 | 23,374 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $568,221 | 23,374 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $630,630 | 23,374 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $550,691 | 23,374 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $507,082 | 22,124 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $525,002 | 22,124 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $590,047 | 22,124 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $505,090 | 22,124 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $557,703 | 23,374 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $504,613 | 25,563 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $431,876 | 20,439 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $504,127 | 25,813 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $463,501 | 26,638 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $435,355 | 26,038 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $370,232 | 21,024 | Shares | Sole | 2022-08-04 |
| 2021-12-31 | $366,868 | 21,024 | Shares | Sole | 2022-02-14 |