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Disclosery

Advus Financial Partners, LLC: USMV position timeline

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

Advus Financial Partners, LLC held 12,899 USMV shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 12,899 shares
    Change vs previous 13F +4,667 shares

    0.35% of the 13F portfolio, value $1,244,238.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 8,232 shares
    Change vs previous 13F +8,232 shares

    0.29% of the 13F portfolio, value $763,436.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -7,665 shares

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F/A 7,665 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $699,891.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested