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Cassia Capital Partners, LLC: USMV position timeline

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

Cassia Capital Partners, LLC held 237,046 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 237,046 shares
    Change vs previous 13F -1,973 shares

    11.08% of the 13F portfolio, value $22,863,039.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 239,019 shares
    Change vs previous 13F +11,526 shares

    11.4% of the 13F portfolio, value $22,166,611.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 227,493 shares
    Change vs previous 13F +10,245 shares

    11.59% of the 13F portfolio, value $21,422,882.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 217,248 shares
    Change vs previous 13F +3,184 shares

    11.29% of the 13F portfolio, value $20,668,977.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 214,064 shares
    Change vs previous 13F -4,470 shares

    12.09% of the 13F portfolio, value $20,094,213.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 218,534 shares
    Change vs previous 13F -6,971 shares

    12.77% of the 13F portfolio, value $20,467,872.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 225,505 shares
    Change vs previous 13F -5,086 shares

    12.77% of the 13F portfolio, value $20,022,548.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, LLC
    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 230,591 shares
    Change vs previous 13F not available

    13.9% of the 13F portfolio, value $21,055,298.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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