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Disclosery

Advisory Alpha, LLC: USMV position timeline

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

Advisory Alpha, LLC held 11,451 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,451 shares
    Change vs previous 13F -11,573 shares

    0.03% of the 13F portfolio, value $1,104,817.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 23,024 shares
    Change vs previous 13F +320 shares

    0.06% of the 13F portfolio, value $2,135,578.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 22,704 shares
    Change vs previous 13F +1,125 shares

    0.06% of the 13F portfolio, value $2,138,076.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 21,579 shares
    Change vs previous 13F +1,818 shares

    0.06% of the 13F portfolio, value $2,046,655.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 19,761 shares
    Change vs previous 13F +2,094 shares

    0.06% of the 13F portfolio, value $1,855,075.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 17,667 shares
    Change vs previous 13F +3,880 shares

    0.06% of the 13F portfolio, value $1,654,697.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 13,787 shares
    Change vs previous 13F +2,007 shares

    0.04% of the 13F portfolio, value $1,224,162.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 11,780 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,075,824.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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