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FAS Wealth Partners, Inc.: USMV position timeline

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

FAS Wealth Partners, Inc. held 71,754 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,754 shares
    Change vs previous 13F -645 shares

    0.36% of the 13F portfolio, value $6,921,361.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, 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 72,399 shares
    Change vs previous 13F -2,190 shares

    0.42% of the 13F portfolio, value $6,714,239.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 74,589 shares
    Change vs previous 13F +263 shares

    0.45% of the 13F portfolio, value $7,023,302.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 74,326 shares
    Change vs previous 13F +296 shares

    0.48% of the 13F portfolio, value $7,071,412.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 74,030 shares
    Change vs previous 13F +175 shares

    0.51% of the 13F portfolio, value $6,949,163.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, 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 73,855 shares
    Change vs previous 13F +1,702 shares

    0.56% of the 13F portfolio, value $6,917,246.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, 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 72,153 shares
    Change vs previous 13F +401 shares

    0.54% of the 13F portfolio, value $6,406,433.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, 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 71,752 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,551,671.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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