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CFO4Life Group, LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on USMV, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 12,176 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,176 shares
    Change vs previous 13F +400 shares

    0.16% of the 13F portfolio, value $1,174,538.

    13F-HR 0001765380-26-000360 filed by CFO4Life Group, 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 11,776 shares
    Change vs previous 13F +8 shares

    0.17% of the 13F portfolio, value $1,092,092.

    13F-HR 0001765380-26-000199 filed by CFO4Life Group, 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 11,768 shares
    Change vs previous 13F -453 shares

    0.16% of the 13F portfolio, value $1,108,119.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, 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 12,221 shares
    Change vs previous 13F +12 shares

    0.17% of the 13F portfolio, value $1,162,729.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, 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 12,209 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $1,146,016.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, 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 12,202 shares
    Change vs previous 13F -330 shares

    0.19% of the 13F portfolio, value $1,142,879.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, 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 12,532 shares
    Change vs previous 13F -443 shares

    0.2% of the 13F portfolio, value $1,112,699.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, 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 12,975 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,184,786.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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