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Disclosery

Invariant Investment Management: USMV position timeline

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

Invariant Investment Management held 52,585 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,585 shares
    Change vs previous 13F +722 shares

    2.99% of the 13F portfolio, value $5,164,382.

    13F-HR 0001754960-26-000822 filed by Invariant Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,863 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $5,076,872.

    13F-HR 0001754960-26-000436 filed by Invariant Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).