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Disclosery

Austin Private Wealth, LLC: USMV position timeline

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

Austin Private Wealth, LLC held 6,528 USMV shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,528 shares
    Change vs previous 13F +699 shares

    0.05% of the 13F portfolio, value $614,693.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,829 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $554,595.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,560 shares
    Change vs previous 13F -1,741 shares

    0.04% of the 13F portfolio, value $521,941.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,301 shares
    Change vs previous 13F -1,382 shares

    0.06% of the 13F portfolio, value $683,835.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 8,683 shares
    Change vs previous 13F +39 shares

    0.07% of the 13F portfolio, value $770,919.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 8,644 shares
    Change vs previous 13F -391 shares

    0.08% of the 13F portfolio, value $789,238.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 9,035 shares
    Change vs previous 13F -568 shares

    0.08% of the 13F portfolio, value $758,537.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 9,603 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $793,743.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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