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Disclosery

COURIER CAPITAL LLC: USMV position timeline

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

COURIER CAPITAL LLC held 107,268 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,268 shares
    Change vs previous 13F +3,357 shares

    0.52% of the 13F portfolio, value $10,347,071.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 103,911 shares
    Change vs previous 13F +13,007 shares

    0.54% of the 13F portfolio, value $9,636,706.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 90,904 shares
    Change vs previous 13F +12,880 shares

    0.48% of the 13F portfolio, value $8,559,521.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 78,024 shares
    Change vs previous 13F +6,505 shares

    0.43% of the 13F portfolio, value $7,423,190.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 71,519 shares
    Change vs previous 13F +17,578 shares

    0.41% of the 13F portfolio, value $6,713,476.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 53,941 shares
    Change vs previous 13F +47,796 shares

    0.33% of the 13F portfolio, value $5,052,119.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 6,145 shares
    Change vs previous 13F +3,223 shares

    0.04% of the 13F portfolio, value $545,636.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 2,922 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $266,808.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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