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Asset Advisors Investment Management, LLC: USMV position timeline

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

Asset Advisors Investment Management, LLC held 171,637 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,637 shares
    Change vs previous 13F -2,750 shares

    1.52% of the 13F portfolio, value $16,556,105.

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment Management, 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 174,387 shares
    Change vs previous 13F +2,368 shares

    1.54% of the 13F portfolio, value $16,172,650.

    13F-HR 0001756695-26-000002 filed by Asset Advisors Investment Management, 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 172,019 shares
    Change vs previous 13F +2,455 shares

    1.49% of the 13F portfolio, value $16,197,309.

    13F-HR 0001756695-26-000001 filed by Asset Advisors Investment Management, 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 169,564 shares
    Change vs previous 13F +3,475 shares

    1.53% of the 13F portfolio, value $16,132,319.

    13F-HR 0001756695-25-000009 filed by Asset Advisors Investment Management, 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 166,089 shares
    Change vs previous 13F +3,881 shares

    1.54% of the 13F portfolio, value $15,590,774.

    13F-HR 0001756695-25-000006 filed by Asset Advisors Investment Management, 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 162,208 shares
    Change vs previous 13F +8,946 shares

    1.6% of the 13F portfolio, value $15,192,401.

    13F-HR 0001756695-25-000005 filed by Asset Advisors Investment Management, 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 153,262 shares
    Change vs previous 13F +7,135 shares

    1.42% of the 13F portfolio, value $13,608,133.

    13F-HR 0001376474-25-000141 filed by Asset Advisors Investment Management, 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 146,127 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $13,342,856.

    13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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