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Disclosery

Custos Family Office, LLC: USMV position timeline

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

Custos Family Office, LLC held 84,419 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,419 shares
    Change vs previous 13F +929 shares

    4.89% of the 13F portfolio, value $8,143,022.

    13F-HR 0001904423-26-000004 filed by Custos Family Office, 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 83,490 shares
    Change vs previous 13F -4,188 shares

    5.37% of the 13F portfolio, value $7,742,851.

    13F-HR 0001904423-26-000005 filed by Custos Family Office, 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 87,678 shares
    Change vs previous 13F -11,667 shares

    5.64% of the 13F portfolio, value $8,255,737.

    13F-HR 0001904423-26-000001 filed by Custos Family Office, 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 99,345 shares
    Change vs previous 13F -114,173 shares

    5.34% of the 13F portfolio, value $9,451,715.

    13F-HR 0001904423-25-000007 filed by Custos Family Office, 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 213,518 shares
    Change vs previous 13F -472 shares

    6.39% of the 13F portfolio, value $20,042,980.

    13F-HR 0001904423-25-000005 filed by Custos Family Office, 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 213,990 shares
    Change vs previous 13F -1,905 shares

    7.11% of the 13F portfolio, value $20,042,333.

    13F-HR 0001904423-25-000004 filed by Custos Family Office, 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 215,895 shares
    Change vs previous 13F +13,251 shares

    6.71% of the 13F portfolio, value $19,169,354.

    13F-HR 0001904423-25-000001 filed by Custos Family Office, 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 202,644 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $18,503,437.

    13F-HR 0001904423-24-000007 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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