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Aventus Investment Advisors, Inc.: USMV position timeline

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

Aventus Investment Advisors, Inc. held 5,602 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,602 shares
    Change vs previous 13F -200 shares

    0.4% of the 13F portfolio, value $545,859.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,802 shares
    Change vs previous 13F -609 shares

    0.41% of the 13F portfolio, value $559,661.

    13F-HR 0002093055-26-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,411 shares
    Change vs previous 13F -448 shares

    0.5% of the 13F portfolio, value $594,556.

    13F-HR 0002093055-26-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,859 shares
    Change vs previous 13F -58 shares

    0.52% of the 13F portfolio, value $645,843.

    13F-HR 0002093055-26-000001 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,917 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $658,083.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,917 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $649,299.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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