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Ipsen Advisor Group LLC: USMV position timeline

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

Ipsen Advisor Group LLC held 2,076 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 2,076 shares
    Change vs previous 13F +2,076 shares

    0.13% of the 13F portfolio, value $200,223.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,187 shares

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,187 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $208,032.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor 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 ended2025-06-30
    13F 2,178 shares
    Change vs previous 13F -251 shares

    0.16% of the 13F portfolio, value $204,467.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor 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 ended2025-03-31
    13F 2,429 shares
    Change vs previous 13F -102 shares

    0.2% of the 13F portfolio, value $227,499.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor 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 ended2024-12-31
    13F 2,531 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $224,683.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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