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Grey Ledge Advisors, LLC: USMV position timeline

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

Grey Ledge Advisors, LLC held 2,278 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,278 shares
    Change vs previous 13F -106 shares

    0.04% of the 13F portfolio, value $219,697.

    13F-HR 0001660694-26-000003 filed by Grey Ledge Advisors, 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 2,384 shares
    Change vs previous 13F -421 shares

    0.05% of the 13F portfolio, value $221,126.

    13F-HR 0001660694-26-000002 filed by Grey Ledge Advisors, 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 2,805 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $264,082.

    13F-HR 0001660694-26-000001 filed by Grey Ledge Advisors, 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 2,800 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $266,384.

    13F-HR 0001660694-25-000007 filed by Grey Ledge Advisors, 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 2,796 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $262,421.

    13F-HR 0001660694-25-000004 filed by Grey Ledge Advisors, 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 2,792 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $261,463.

    13F-HR 0001660694-25-000003 filed by Grey Ledge Advisors, 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 2,787 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $247,520.

    13F-HR 0001398344-25-000847 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,802 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $255,895.

    13F-HR 0001398344-24-019448 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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