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Disclosery

GREENLEAF TRUST: USMV position timeline

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

GREENLEAF TRUST held 3,365 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,365 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $324,588.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 3,406 shares
    Change vs previous 13F -1,595 shares

    <0.01% of the 13F portfolio, value $315,872.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 5,001 shares
    Change vs previous 13F -327 shares

    <0.01% of the 13F portfolio, value $470,894.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 5,328 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $506,906.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 5,488 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $515,159.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 5,328 shares
    Change vs previous 13F +1,874 shares

    <0.01% of the 13F portfolio, value $499,020.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 3,454 shares
    Change vs previous 13F -7,003 shares

    <0.01% of the 13F portfolio, value $306,681.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 10,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $954,829.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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