DONALDSON CAPITAL MANAGEMENT, LLC: USMV position timeline

DONALDSON CAPITAL MANAGEMENT, LLC held 3,100 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,100 shares

   Change vs previous 13F -323 shares

   0.01% of the 13F portfolio, value $299,065.

   13F-HR 0001487438-26-000004 filed by DONALDSON CAPITAL MANAGEMENT, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,423 shares

   Change vs previous 13F +373 shares

   0.01% of the 13F portfolio, value $317,449.

   13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL MANAGEMENT, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,050 shares

   Change vs previous 13F +1 shares

   0.01% of the 13F portfolio, value $287,188.

   13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL MANAGEMENT, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,049 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $290,082.

   13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,049 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $286,210.

   13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL MANAGEMENT, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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