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ARS Wealth Advisors Group, LLC: USMV position timeline

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

ARS Wealth Advisors Group, LLC held 352,667 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 352,667 shares
    Change vs previous 13F -13,961 shares

    2.66% of the 13F portfolio, value $34,018,292.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors 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 366,628 shares
    Change vs previous 13F -10,866 shares

    2.87% of the 13F portfolio, value $34,001,059.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors 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 377,494 shares
    Change vs previous 13F -16,020 shares

    3.21% of the 13F portfolio, value $35,544,842.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors 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 393,514 shares
    Change vs previous 13F -7,823 shares

    3.7% of the 13F portfolio, value $37,438,966.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors 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 401,337 shares
    Change vs previous 13F -11,919 shares

    4.35% of the 13F portfolio, value $37,673,517.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors 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 413,256 shares
    Change vs previous 13F -64,421 shares

    5.47% of the 13F portfolio, value $38,705,523.

    13F-HR 0001725547-25-001408 filed by ARS Wealth Advisors 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 477,677 shares
    Change vs previous 13F -42,711 shares

    5.83% of the 13F portfolio, value $42,412,946.

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors 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 520,388 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $47,516,616.

    13F-HR 0001725547-24-005910 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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