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Ballew Advisors, Inc: USMV position timeline

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

Ballew Advisors, Inc held 15,579 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,579 shares
    Change vs previous 13F -347 shares

    0.76% of the 13F portfolio, value $1,530,047.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,926 shares
    Change vs previous 13F -1,004 shares

    0.81% of the 13F portfolio, value $1,558,971.

    13F-HR 0001580642-26-004238 filed by Ballew 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 16,930 shares
    Change vs previous 13F -5,438 shares

    0.9% of the 13F portfolio, value $1,589,045.

    13F-HR 0001580642-26-002441 filed by Ballew 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 22,368 shares
    Change vs previous 13F -78 shares

    1.19% of the 13F portfolio, value $2,108,845.

    13F-HR 0001580642-26-000257 filed by Ballew 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 22,446 shares
    Change vs previous 13F -2,509 shares

    1.19% of the 13F portfolio, value $2,125,597.

    13F-HR 0001580642-25-006581 filed by Ballew 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 24,955 shares
    Change vs previous 13F +64 shares

    1.39% of the 13F portfolio, value $2,349,748.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,891 shares
    Change vs previous 13F -21 shares

    1.5% of the 13F portfolio, value $2,239,662.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,912 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,196,452.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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