Skip to content
Disclosery

Financial Advisors, LLC: USMV position timeline

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

Financial Advisors, LLC held 1,086,372 USMV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,086,372 shares
    Change vs previous 13F -13,115 shares

    18.32% of the 13F portfolio, value $103,357,467.

    13F-HR 0001951757-25-001314 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,099,487 shares
    Change vs previous 13F -8,163 shares

    19.22% of the 13F portfolio, value $103,208,798.

    13F-HR 0001951757-25-000999 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,107,650 shares
    Change vs previous 13F +383 shares

    20.47% of the 13F portfolio, value $103,742,486.

    13F-HR 0001951757-25-000500 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,107,267 shares
    Change vs previous 13F -1,942 shares

    18.86% of the 13F portfolio, value $98,314,220.

    13F-HR 0001951757-25-000043 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,109,209 shares
    Change vs previous 13F +16,576 shares

    19.3% of the 13F portfolio, value $101,281,884.

    13F-HR 0001951757-24-001057 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,092,633 shares
    Change vs previous 13F +5,790 shares

    18.76% of the 13F portfolio, value $91,737,429.

    13F-HR 0001951757-24-000513 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,086,843 shares
    Change vs previous 13F +5,353 shares

    18.8% of the 13F portfolio, value $90,838,372.

    13F-HR 0001951757-24-000438 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,081,490 shares
    Change vs previous 13F not available

    18.92% of the 13F portfolio, value $84,388,626.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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