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Disclosery

Family Capital Trust Co: USMV position timeline

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

Family Capital Trust Co held 769 USMV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 769 shares
    Change vs previous 13F -119 shares

    0.02% of the 13F portfolio, value $74,175.

    13F-HR/A 0001140361-26-030215 filed by Family Capital Trust Co
    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/A 888 shares
    Change vs previous 13F +68 shares

    0.03% of the 13F portfolio, value $82,350.

    13F-HR/A 0001140361-26-017710 filed by Family Capital Trust Co
    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 820 shares
    Change vs previous 13F -67,111 shares

    0.03% of the 13F portfolio, value $77,199.

    13F-HR 0001140361-26-002497 filed by Family Capital Trust Co
    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 67,931 shares
    Change vs previous 13F -3,946 shares

    2.16% of the 13F portfolio, value $6,462,930.

    13F-HR 0001140361-25-039107 filed by Family Capital Trust Co
    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 71,877 shares
    Change vs previous 13F -3,850 shares

    2.34% of the 13F portfolio, value $6,747,059.

    13F-HR 0001140361-25-027870 filed by Family Capital Trust Co
    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 75,727 shares
    Change vs previous 13F -4,589 shares

    2.54% of the 13F portfolio, value $7,091,810.

    13F-HR 0001140361-25-015808 filed by Family Capital Trust Co
    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 80,316 shares
    Change vs previous 13F -4,487 shares

    2.42% of the 13F portfolio, value $7,131,214.

    13F-HR 0001140361-25-002189 filed by Family Capital Trust Co
    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 84,803 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $7,743,319.

    13F-HR 0001140361-24-044490 filed by Family Capital Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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