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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

  1. period ended2026-06-30
    13F 2,379 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 2,419 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 5,751 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 6,736 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 6,827 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 7,072 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 48,414 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 52,267 shares
    Change 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), ingested

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