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Disclosery

Family Manage LLC: USMV position timeline

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

Family Manage LLC held 69,405 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,405 shares
    Change vs previous 13F +47,711 shares

    0.7% of the 13F portfolio, value $6,694,806.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 21,694 shares
    Change vs previous 13F -44,632 shares

    0.24% of the 13F portfolio, value $2,011,902.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 66,326 shares
    Change vs previous 13F +32,820 shares

    0.79% of the 13F portfolio, value $6,245,256.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 33,506 shares
    Change vs previous 13F +536 shares

    0.44% of the 13F portfolio, value $3,187,761.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 32,970 shares
    Change vs previous 13F +15,324 shares

    0.47% of the 13F portfolio, value $3,094,894.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 17,646 shares
    Change vs previous 13F -79 shares

    0.27% of the 13F portfolio, value $1,652,724.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 17,725 shares
    Change vs previous 13F -29,302 shares

    0.26% of the 13F portfolio, value $1,573,803.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 47,027 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,294,035.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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