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Disclosery

ENZI WEALTH: USMV position timeline

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

ENZI WEALTH held 31,160 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,160 shares
    Change vs previous 13F -1,995 shares

    0.96% of the 13F portfolio, value $3,018,761.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 33,155 shares
    Change vs previous 13F -4,724 shares

    1.07% of the 13F portfolio, value $3,074,758.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 37,879 shares
    Change vs previous 13F -103,920 shares

    1.26% of the 13F portfolio, value $3,584,492.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 141,799 shares
    Change vs previous 13F +1,583 shares

    4.65% of the 13F portfolio, value $13,234,074.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 140,216 shares
    Change vs previous 13F -422 shares

    4.76% of the 13F portfolio, value $13,003,641.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 140,638 shares
    Change vs previous 13F -496 shares

    5.17% of the 13F portfolio, value $12,785,442.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 141,134 shares
    Change vs previous 13F +4,124 shares

    4.87% of the 13F portfolio, value $12,792,399.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 137,010 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $12,689,894.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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