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Disclosery

Cardinal Strategic Wealth Guidance: USMV position timeline

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

Cardinal Strategic Wealth Guidance held 35,834 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,834 shares
    Change vs previous 13F -2,340 shares

    0.78% of the 13F portfolio, value $3,456,548.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 38,174 shares
    Change vs previous 13F +1,873 shares

    0.93% of the 13F portfolio, value $3,540,257.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 36,301 shares
    Change vs previous 13F +139 shares

    0.89% of the 13F portfolio, value $3,418,103.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 36,162 shares
    Change vs previous 13F -4,322 shares

    0.93% of the 13F portfolio, value $3,440,453.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 40,484 shares
    Change vs previous 13F -23 shares

    1.1% of the 13F portfolio, value $3,800,234.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 40,507 shares
    Change vs previous 13F -2,794 shares

    1.21% of the 13F portfolio, value $3,793,886.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 43,301 shares
    Change vs previous 13F -7,036 shares

    1.23% of the 13F portfolio, value $3,844,696.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 50,337 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $4,596,272.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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