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Delta Wealth Advisors LLC: USMV position timeline

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

Delta Wealth Advisors LLC held 38,441 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,441 shares
    Change vs previous 13F -132 shares

    2.57% of the 13F portfolio, value $3,745,658.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,573 shares
    Change vs previous 13F +1,874 shares

    2.66% of the 13F portfolio, value $3,720,767.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,699 shares
    Change vs previous 13F +108 shares

    2.59% of the 13F portfolio, value $3,403,442.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,591 shares
    Change vs previous 13F +2,014 shares

    2.88% of the 13F portfolio, value $3,445,442.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,577 shares
    Change vs previous 13F +1,167 shares

    2.57% of the 13F portfolio, value $3,289,612.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,410 shares
    Change vs previous 13F -3,490 shares

    2.63% of the 13F portfolio, value $3,136,214.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,900 shares
    Change vs previous 13F +3,171 shares

    3.14% of the 13F portfolio, value $3,456,073.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,729 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $2,994,810.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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