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Disclosery

Aris Wealth Services, Inc.: USMV position timeline

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

Aris Wealth Services, Inc. held 22,196 USMV shares at 2015-09-30 per its 13F-HR filed 2015-11-10.

the latest 13F is the newest step

  1. period ended2015-09-30
    13F 22,196 shares
    Change vs previous 13F +3,175 shares

    1.84% of the 13F portfolio, value $879,000.

    13F-HR 0001140361-15-040268 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-06-30
    13F 19,021 shares
    Change vs previous 13F +163 shares

    0.7% of the 13F portfolio, value $767,000.

    13F-HR 0001140361-15-031654 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-03-31
    13F 18,858 shares
    Change vs previous 13F +1,541 shares

    0.73% of the 13F portfolio, value $778,000.

    13F-HR 0001140361-15-019114 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-12-31
    13F 17,317 shares
    Change vs previous 13F +2,494 shares

    0.78% of the 13F portfolio, value $701,000.

    13F-HR 0001347935-15-000002 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-09-30
    13F 14,823 shares
    Change vs previous 13F +4,052 shares

    0.69% of the 13F portfolio, value $559,000.

    13F-HR 0001347935-14-000016 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-06-30
    13F 10,771 shares
    Change vs previous 13F +1,895 shares

    0.52% of the 13F portfolio, value $401,000.

    13F-HR 0001347935-14-000014 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-03-31
    13F 8,876 shares
    Change vs previous 13F +1,405 shares

    0.47% of the 13F portfolio, value $320,000.

    13F-HR 0001347935-14-000007 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2013-12-31
    13F 7,471 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $265,000.

    13F-HR 0001347935-14-000002 filed by Aris Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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