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Disclosery

BostonPremier Wealth LLC: USMV position timeline

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

BostonPremier Wealth LLC held 6,829 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,829 shares
    Change vs previous 13F -322 shares

    0.28% of the 13F portfolio, value $658,758.

    13F-HR 0001951757-26-001040 filed by BostonPremier 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 ended2026-03-31
    13F 7,151 shares
    Change vs previous 13F -314 shares

    0.34% of the 13F portfolio, value $663,160.

    13F-HR 0001951757-26-000580 filed by BostonPremier 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 ended2025-12-31
    13F 7,465 shares
    Change vs previous 13F -970 shares

    0.36% of the 13F portfolio, value $702,889.

    13F-HR 0001951757-26-000058 filed by BostonPremier 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 ended2025-09-30
    13F 8,435 shares
    Change vs previous 13F +11 shares

    0.4% of the 13F portfolio, value $802,521.

    13F-HR 0001951757-25-001213 filed by BostonPremier 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 ended2025-06-30
    13F 8,424 shares
    Change vs previous 13F -259 shares

    0.44% of the 13F portfolio, value $790,790.

    13F-HR 0001951757-25-000838 filed by BostonPremier 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 ended2025-03-31
    13F 8,683 shares
    Change vs previous 13F -364 shares

    0.5% of the 13F portfolio, value $813,248.

    13F-HR 0001951757-25-000387 filed by BostonPremier 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 ended2024-12-31
    13F 9,047 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $803,258.

    13F-HR 0001951757-25-000140 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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