HART & PATTERSON FINANCIAL GROUP LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HART & PATTERSON FINANCIAL GROUP LLC on USMV, newest first. How the timeline and the estimate are built.

HART & PATTERSON FINANCIAL GROUP LLC held 5,394 USMV shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

period ended2024-12-31
13F 5,394 shares
Change vs previous 13F +361 shares
0.23% of the 13F portfolio, value $478,933.
13F-HR 0001754960-25-000014 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,033 shares
Change vs previous 13F +5,033 shares
0.22% of the 13F portfolio, value $459,563.
13F-HR 0001754960-24-000487 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 0 shares
Change vs previous 13F -6,931 shares
13F-HR 0001754960-24-000143 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-12-31
13F 6,931 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $540,826.
13F-HR 0001754960-24-000104 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-03-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).