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Disclosery

Empire Life Investments Inc.: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empire Life Investments Inc. on USMV, newest first. How the timeline and the estimate are built.

Empire Life Investments Inc. held 3,947 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,947 shares
    Change vs previous 13F -9,600 shares

    0.02% of the 13F portfolio, value $380,728.

    13F-HR 0001213900-26-081099 filed by Empire Life Investments Inc.
    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 13,547 shares
    Change vs previous 13F +13,547 shares

    0.08% of the 13F portfolio, value $1,255,400.

    13F-HR 0001213900-26-054518 filed by Empire Life Investments Inc.
    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 0 shares
    Change vs previous 13F -12,400 shares

    13F-HR 0001213900-26-012076 filed by Empire Life Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 12,400 shares
    Change vs previous 13F +6,600 shares

    0.07% of the 13F portfolio, value $1,179,736.

    13F-HR 0001213900-25-109136 filed by Empire Life Investments Inc.
    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 5,800 shares
    Change vs previous 13F -26,600 shares

    0.03% of the 13F portfolio, value $544,446.

    13F-HR 0001213900-25-076053 filed by Empire Life Investments Inc.
    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 32,400 shares
    Change vs previous 13F +32,400 shares

    0.2% of the 13F portfolio, value $3,034,584.

    13F-HR 0001213900-25-041275 filed by Empire Life Investments Inc.
    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 0 shares
    Change vs previous 13F -35,123 shares

    13F-HR 0000950123-25-000732 filed by Empire Life Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 35,123 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,207,081.

    13F-HR 0000950123-24-010014 filed by Empire Life Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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