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Disclosery

5T Wealth, LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 5T Wealth, LLC on USMV, newest first. How the timeline and the estimate are built.

5T Wealth, LLC held 15,869 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,869 shares
    Change vs previous 13F -606 shares

    0.57% of the 13F portfolio, value $1,530,745.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,475 shares
    Change vs previous 13F -702 shares

    0.6% of the 13F portfolio, value $1,527,905.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,177 shares
    Change vs previous 13F -2,189 shares

    0.65% of the 13F portfolio, value $1,617,392.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,366 shares
    Change vs previous 13F -128 shares

    0.8% of the 13F portfolio, value $1,842,482.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,494 shares
    Change vs previous 13F -132 shares

    0.93% of the 13F portfolio, value $1,829,899.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,626 shares
    Change vs previous 13F -4,447 shares

    1.05% of the 13F portfolio, value $1,838,172.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,073 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,137,444.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).