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Disclosery

Ellis Investment Partners, LLC: USMV position timeline

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

Ellis Investment Partners, LLC held 16,547 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 16,547 shares
    Change vs previous 13F -95 shares

    0.24% of the 13F portfolio, value $1,596,163.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 16,642 shares
    Change vs previous 13F -2,845 shares

    0.27% of the 13F portfolio, value $1,543,398.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 19,487 shares
    Change vs previous 13F -518 shares

    0.32% of the 13F portfolio, value $1,834,973.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 20,005 shares
    Change vs previous 13F -428 shares

    0.34% of the 13F portfolio, value $1,903,320.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 20,433 shares
    Change vs previous 13F -1,148 shares

    0.37% of the 13F portfolio, value $1,918,012.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 21,581 shares
    Change vs previous 13F -6,376 shares

    0.42% of the 13F portfolio, value $2,021,254.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 27,957 shares
    Change vs previous 13F -5,372 shares

    0.49% of the 13F portfolio, value $2,482,262.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 33,329 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,043,249.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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