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Disclosery

GDS Wealth Management: USMV position timeline

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

GDS Wealth Management held 289,589 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,589 shares
    Change vs previous 13F +11,440 shares

    1.33% of the 13F portfolio, value $27,933,741.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 278,149 shares
    Change vs previous 13F +13,490 shares

    1.55% of the 13F portfolio, value $25,795,584.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 264,659 shares
    Change vs previous 13F -38,763 shares

    1.56% of the 13F portfolio, value $24,920,291.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 303,422 shares
    Change vs previous 13F +5,697 shares

    1.91% of the 13F portfolio, value $28,867,569.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 297,725 shares
    Change vs previous 13F +3,631 shares

    2.04% of the 13F portfolio, value $27,947,446.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 294,094 shares
    Change vs previous 13F -9,810 shares

    2.35% of the 13F portfolio, value $27,544,844.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 303,904 shares
    Change vs previous 13F -23,130 shares

    2.46% of the 13F portfolio, value $26,983,636.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 327,034 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $29,861,475.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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