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ACCREDITED INVESTOR SERVICES, LLC: USMV position timeline

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

ACCREDITED INVESTOR SERVICES, LLC held 23,674 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,674 shares
    Change vs previous 13F -1,177 shares

    1.29% of the 13F portfolio, value $2,283,594.

    13F-HR 0002028621-26-000004 filed by ACCREDITED INVESTOR SERVICES, 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 24,851 shares
    Change vs previous 13F -196 shares

    1.48% of the 13F portfolio, value $2,304,682.

    13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR SERVICES, 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 25,047 shares
    Change vs previous 13F +15,184 shares

    1.56% of the 13F portfolio, value $2,358,426.

    13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR SERVICES, 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 9,863 shares
    Change vs previous 13F -1 shares

    0.65% of the 13F portfolio, value $938,366.

    13F-HR 0002028621-25-000002 filed by ACCREDITED INVESTOR SERVICES, 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 9,864 shares
    Change vs previous 13F -262 shares

    0.7% of the 13F portfolio, value $925,934.

    13F-HR 0001085146-25-004156 filed by ACCREDITED INVESTOR SERVICES, 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 10,126 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $948,401.

    13F-HR 0001085146-25-002536 filed by ACCREDITED INVESTOR SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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