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Financial Enhancement Group LLC: USMV position timeline

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

Financial Enhancement Group LLC held 92,840 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 92,840 shares
    Change vs previous 13F +425 shares

    1.06% of the 13F portfolio, value $9,236,638.

    13F-HR 0001641438-26-000006 filed by Financial Enhancement Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 92,415 shares
    Change vs previous 13F +1,339 shares

    1.06% of the 13F portfolio, value $8,914,304.

    13F-HR 0001641438-26-000005 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 91,076 shares
    Change vs previous 13F -112,561 shares

    1.07% of the 13F portfolio, value $8,639,487.

    13F-HR 0001641438-26-000004 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 203,637 shares
    Change vs previous 13F +38,998 shares

    2.5% of the 13F portfolio, value $19,211,070.

    13F-HR 0001641438-26-000003 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 164,639 shares
    Change vs previous 13F +735 shares

    2.11% of the 13F portfolio, value $15,711,522.

    13F-HR 0001641438-25-000009 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 163,904 shares
    Change vs previous 13F +2,144 shares

    2.17% of the 13F portfolio, value $15,200,484.

    13F-HR 0001641438-25-000007 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 161,760 shares
    Change vs previous 13F +126,197 shares

    2.27% of the 13F portfolio, value $14,563,273.

    13F-HR 0001641438-25-000006 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 35,563 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,135,590.

    13F-HR 0001641438-25-000001 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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