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Aerodigm Wealth, LLC: USMV position timeline

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

Aerodigm Wealth, LLC held 4,017 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,017 shares
    Change vs previous 13F -800 shares

    0.13% of the 13F portfolio, value $387,525.

    13F-HR 0001725547-26-000268 filed by Aerodigm 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 4,817 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $446,772.

    13F-HR 0001725547-26-000146 filed by Aerodigm 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/A 4,817 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $453,612.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm 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 4,817 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $457,514.

    13F-HR 0001725547-25-004217 filed by Aerodigm 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 4,817 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $452,215.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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