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Adaptive Financial Consulting, LLC: USMV position timeline

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

Adaptive Financial Consulting, LLC held 241,162 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,162 shares
    Change vs previous 13F +5,583 shares

    8.15% of the 13F portfolio, value $23,262,465.

    13F-HR 0001804717-26-000003 filed by Adaptive Financial Consulting, 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 235,579 shares
    Change vs previous 13F +12,740 shares

    8.37% of the 13F portfolio, value $21,847,607.

    13F-HR 0001804717-26-000002 filed by Adaptive Financial Consulting, 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 222,839 shares
    Change vs previous 13F +6,973 shares

    8.16% of the 13F portfolio, value $20,982,482.

    13F-HR 0001804717-26-000001 filed by Adaptive Financial Consulting, 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 215,866 shares
    Change vs previous 13F +1,481 shares

    8.21% of the 13F portfolio, value $20,537,454.

    13F-HR 0001804717-25-000002 filed by Adaptive Financial Consulting, 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 214,385 shares
    Change vs previous 13F -3,741 shares

    8.4% of the 13F portfolio, value $20,124,283.

    13F-HR 0001085146-25-004766 filed by Adaptive Financial Consulting, 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 218,126 shares
    Change vs previous 13F -6,882 shares

    8.75% of the 13F portfolio, value $20,429,660.

    13F-HR 0001085146-25-002586 filed by Adaptive Financial Consulting, 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 225,008 shares
    Change vs previous 13F -1,252 shares

    8.29% of the 13F portfolio, value $19,978,454.

    13F-HR 0001085146-25-000717 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 226,260 shares
    Change vs previous 13F not available

    8.41% of the 13F portfolio, value $20,659,823.

    13F-HR 0001085146-24-005395 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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