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Brickley Wealth Management: USMV position timeline

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

Brickley Wealth Management held 99,796 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,796 shares
    Change vs previous 13F -6,812 shares

    1.38% of the 13F portfolio, value $9,626,366.

    13F-HR 0001712533-26-000007 filed by Brickley Wealth Management
    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 106,608 shares
    Change vs previous 13F +109 shares

    1.7% of the 13F portfolio, value $9,886,802.

    13F-HR 0001712533-26-000005 filed by Brickley Wealth Management
    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 106,499 shares
    Change vs previous 13F +29 shares

    1.69% of the 13F portfolio, value $10,027,921.

    13F-HR 0001712533-26-000003 filed by Brickley Wealth Management
    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 106,470 shares
    Change vs previous 13F +245 shares

    1.77% of the 13F portfolio, value $10,129,531.

    13F-HR 0001712533-25-000018 filed by Brickley Wealth Management
    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 106,225 shares
    Change vs previous 13F -309 shares

    1.95% of the 13F portfolio, value $9,971,316.

    13F-HR 0001712533-25-000010 filed by Brickley Wealth Management
    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 106,534 shares
    Change vs previous 13F +1 shares

    2.07% of the 13F portfolio, value $9,977,950.

    13F-HR 0001712533-25-000008 filed by Brickley Wealth Management
    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 106,533 shares
    Change vs previous 13F 0 shares

    1.92% of the 13F portfolio, value $9,459,042.

    13F-HR 0001712533-25-000005 filed by Brickley Wealth Management
    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 106,533 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $9,727,504.

    13F-HR 0001712533-24-000017 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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