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Disclosery

AGILIS PARTNERS LLC: USMV position timeline

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

AGILIS PARTNERS LLC held 0 USMV shares at 2023-12-31 per its 13F-HR/A filed 2024-02-22.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F/A 0 shares
    Change vs previous 13F -283,867 shares

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2023-09-30
    13F 283,867 shares
    Change vs previous 13F -11,060 shares

    7.4% of the 13F portfolio, value $20,546,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 294,927 shares
    Change vs previous 13F 0 shares

    8.56% of the 13F portfolio, value $21,922,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 294,927 shares
    Change vs previous 13F not available

    9.49% of the 13F portfolio, value $21,453,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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