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BCM ADVISORS, LLC: USMV position timeline

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

BCM ADVISORS, LLC held 28,840 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,840 shares
    Change vs previous 13F -424 shares

    0.54% of the 13F portfolio, value $2,796,038.

    13F-HR 0001373017-26-000007 filed by BCM ADVISORS, 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 29,264 shares
    Change vs previous 13F -4,843 shares

    0.54% of the 13F portfolio, value $2,761,351.

    13F-HR 0001373017-26-000005 filed by BCM ADVISORS, 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 34,107 shares
    Change vs previous 13F -1,077 shares

    0.62% of the 13F portfolio, value $3,236,072.

    13F-HR 0001373017-26-000001 filed by BCM ADVISORS, 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 35,184 shares
    Change vs previous 13F -271 shares

    0.67% of the 13F portfolio, value $3,315,388.

    13F-HR 0001373017-25-000011 filed by BCM ADVISORS, 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 35,455 shares
    Change vs previous 13F +1,606 shares

    0.71% of the 13F portfolio, value $3,324,970.

    13F-HR 0001373017-25-000008 filed by BCM ADVISORS, 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 33,849 shares
    Change vs previous 13F -2,538 shares

    0.71% of the 13F portfolio, value $3,142,203.

    13F-HR 0001373017-25-000005 filed by BCM ADVISORS, 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 36,387 shares
    Change vs previous 13F -7,934 shares

    0.76% of the 13F portfolio, value $3,387,994.

    13F-HR 0001373017-25-000002 filed by BCM ADVISORS, 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 44,321 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,986,231.

    13F-HR 0001373017-24-000009 filed by BCM ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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