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Carrera Capital Advisors: USMV position timeline

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

Carrera Capital Advisors held 146,448 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,448 shares
    Change vs previous 13F +8,170 shares

    2.09% of the 13F portfolio, value $14,126,392.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 138,278 shares
    Change vs previous 13F -25,952 shares

    1.98% of the 13F portfolio, value $12,823,891.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 164,230 shares
    Change vs previous 13F -9,862 shares

    2.6% of the 13F portfolio, value $15,463,940.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 174,092 shares
    Change vs previous 13F +2,020 shares

    2.97% of the 13F portfolio, value $16,563,132.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 172,072 shares
    Change vs previous 13F -10,970 shares

    3.25% of the 13F portfolio, value $16,152,364.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 183,042 shares
    Change vs previous 13F -149,416 shares

    3.8% of the 13F portfolio, value $17,143,730.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 332,458 shares
    Change vs previous 13F -189,317 shares

    6.91% of the 13F portfolio, value $29,518,967.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 521,775 shares
    Change vs previous 13F not available

    11.65% of the 13F portfolio, value $47,643,282.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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