Skip to content
Disclosery

Capital A Wealth Management, LLC: USMV position timeline

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

Capital A Wealth Management, LLC held 254 USMV shares at 2025-06-30 per its 13F-HR filed 2025-09-26.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 254 shares
    Change vs previous 13F -566 shares

    0.22% of the 13F portfolio, value $19,828.

    13F-HR 0002055297-25-000008 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 820 shares
    Change vs previous 13F -1,552 shares

    0.08% of the 13F portfolio, value $76,819.

    13F-HR 0002055297-25-000004 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,372 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $210,626.

    13F-HR 0002055297-25-000002 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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