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High Net Worth Advisory Group LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on USMV, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 55,252 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,252 shares
    Change vs previous 13F -780 shares

    1.13% of the 13F portfolio, value $5,329,696.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 56,032 shares
    Change vs previous 13F -1,494 shares

    1.21% of the 13F portfolio, value $5,196,469.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 57,526 shares
    Change vs previous 13F -2,175 shares

    1.25% of the 13F portfolio, value $5,416,734.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 59,701 shares
    Change vs previous 13F -83 shares

    1.37% of the 13F portfolio, value $5,680,008.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 59,784 shares
    Change vs previous 13F -581 shares

    1.49% of the 13F portfolio, value $5,612,154.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 60,365 shares
    Change vs previous 13F -11,066 shares

    1.6% of the 13F portfolio, value $5,653,932.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 71,431 shares
    Change vs previous 13F -1,677 shares

    1.77% of the 13F portfolio, value $6,342,422.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 73,108 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $6,675,567.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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