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Detalus Advisors, LLC: USMV position timeline

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

Detalus Advisors, LLC held 20,971 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,971 shares
    Change vs previous 13F -4,182 shares

    0.39% of the 13F portfolio, value $2,022,865.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 25,153 shares
    Change vs previous 13F -222 shares

    0.53% of the 13F portfolio, value $2,332,684.

    13F-HR 0001799677-26-000003 filed by Detalus 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 ended2025-12-31
    13F 25,375 shares
    Change vs previous 13F -677 shares

    0.58% of the 13F portfolio, value $2,389,334.

    13F-HR 0001799677-26-000001 filed by Detalus 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 ended2025-09-30
    13F 26,052 shares
    Change vs previous 13F +1,428 shares

    0.64% of the 13F portfolio, value $2,478,582.

    13F-HR 0001799677-25-000007 filed by Detalus 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 ended2025-06-30
    13F 24,624 shares
    Change vs previous 13F +84 shares

    0.67% of the 13F portfolio, value $2,311,453.

    13F-HR 0001799677-25-000004 filed by Detalus 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 ended2025-03-31
    13F 24,540 shares
    Change vs previous 13F +3,181 shares

    0.72% of the 13F portfolio, value $2,298,457.

    13F-HR 0001799677-25-000003 filed by Detalus 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 ended2024-12-31
    13F 21,359 shares
    Change vs previous 13F -69 shares

    0.62% of the 13F portfolio, value $1,896,445.

    13F-HR 0001799677-25-000001 filed by Detalus 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 ended2024-09-30
    13F 21,428 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,956,603.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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