Altus Wealth Group LLC: USMV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altus Wealth Group LLC on USMV, newest first. How the timeline and the estimate are built.
Altus Wealth Group LLC held 2,379 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,379 sharesChange vs previous 13F -40 shares
0.08% of the 13F portfolio, value $229,478.
13F-HR 0001842572-26-000004 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,419 sharesChange vs previous 13F -3,332 shares
0.09% of the 13F portfolio, value $224,338.
13F-HR 0001842572-26-000003 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,751 sharesChange vs previous 13F -985 shares
0.22% of the 13F portfolio, value $541,514.
13F-HR 0001842572-26-000001 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,736 sharesChange vs previous 13F -91 shares
0.26% of the 13F portfolio, value $640,861.
13F-HR 0001842572-25-000013 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,827 sharesChange vs previous 13F -245 shares
0.28% of the 13F portfolio, value $640,821.
13F-HR 0001842572-25-000008 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,072 sharesChange vs previous 13F -41,342 shares
0.31% of the 13F portfolio, value $662,403.
13F-HR 0001842572-25-000006 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,414 sharesChange vs previous 13F -3,853 shares
1.9% of the 13F portfolio, value $4,298,693.
13F-HR 0001842572-25-000002 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,267 sharesChange vs previous 13F not available
2.04% of the 13F portfolio, value $4,772,534.
13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).