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GENESIS PRIVATE WEALTH, LLC: USMV position timeline

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

GENESIS PRIVATE WEALTH, LLC held 7,973 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,973 shares
    Change vs previous 13F -15 shares

    0.22% of the 13F portfolio, value $769,076.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, LLC
    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 7,988 shares
    Change vs previous 13F -180 shares

    0.23% of the 13F portfolio, value $740,807.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,168 shares
    Change vs previous 13F -104 shares

    0.24% of the 13F portfolio, value $769,099.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,272 shares
    Change vs previous 13F -72 shares

    0.33% of the 13F portfolio, value $786,998.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,344 shares
    Change vs previous 13F -779 shares

    0.37% of the 13F portfolio, value $783,251.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,123 shares
    Change vs previous 13F +300 shares

    0.45% of the 13F portfolio, value $854,420.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,823 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $783,394.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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