Skip to content
Disclosery

Ergawealth Advisors, Inc.: USMV position timeline

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

Ergawealth Advisors, Inc. held 12,277 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,277 shares
    Change vs previous 13F +28 shares

    0.46% of the 13F portfolio, value $1,184,223.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, 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 12,249 shares
    Change vs previous 13F +43 shares

    0.5% of the 13F portfolio, value $1,135,951.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, 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 12,206 shares
    Change vs previous 13F -2,435 shares

    0.53% of the 13F portfolio, value $1,149,328.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
    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 14,641 shares
    Change vs previous 13F -3,275 shares

    0.65% of the 13F portfolio, value $1,392,921.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, 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 17,916 shares
    Change vs previous 13F -109 shares

    0.76% of the 13F portfolio, value $1,681,785.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, 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 18,025 shares
    Change vs previous 13F -475 shares

    0.84% of the 13F portfolio, value $1,688,219.

    13F-HR 0001951757-25-000404 filed by Ergawealth Advisors, 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 18,500 shares
    Change vs previous 13F -3,721 shares

    0.81% of the 13F portfolio, value $1,642,617.

    13F-HR 0001951757-25-000183 filed by Ergawealth Advisors, Inc.
    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 22,221 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,029,026.

    13F-HR 0001951757-24-001102 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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