FLP Wealth Management, LLC: USMV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLP Wealth Management, LLC on USMV, newest first. How the timeline and the estimate are built.
FLP Wealth Management, LLC held 0 USMV shares at 2026-03-31 per its 13F-HR/A filed 2026-04-28.
the latest 13F is the newest step
- period ended2026-03-3113F/A 0 sharesChange vs previous 13F -2,548 shares
13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F/A 2,548 sharesChange vs previous 13F +2,548 shares
0.57% of the 13F portfolio, value $239,879.
13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -3,346 shares
13F-HR 0001214659-25-014443 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,346 sharesChange vs previous 13F +2,543 shares
1% of the 13F portfolio, value $313,387.
13F-HR 0001214659-25-010410 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 803 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $71,315.
13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).