Skip to content
Disclosery

Cordatus Wealth Management LLC: USMV position timeline

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

Cordatus Wealth Management LLC held 48,112 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,112 shares
    Change vs previous 13F +8 shares

    1.02% of the 13F portfolio, value $4,640,858.

    13F-HR 0001715862-26-000004 filed by Cordatus 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 ended2026-03-31
    13F 48,104 shares
    Change vs previous 13F -604 shares

    1.06% of the 13F portfolio, value $4,461,146.

    13F-HR 0001715862-26-000003 filed by Cordatus 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 ended2025-12-31
    13F 48,708 shares
    Change vs previous 13F +630 shares

    1.06% of the 13F portfolio, value $4,586,322.

    13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management 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 48,078 shares
    Change vs previous 13F -2,452 shares

    1.08% of the 13F portfolio, value $4,574,117.

    13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management 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 50,530 shares
    Change vs previous 13F -314 shares

    1.17% of the 13F portfolio, value $4,743,000.

    13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management 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 50,844 shares
    Change vs previous 13F -634 shares

    1.31% of the 13F portfolio, value $4,762,000.

    13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management 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 51,478 shares
    Change vs previous 13F -409 shares

    1.21% of the 13F portfolio, value $4,571,000.

    13F-HR 0001715862-25-000001 filed by Cordatus Wealth Management 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 51,887 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,738,000.

    13F-HR 0001715862-24-000008 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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