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Disclosery

J.E. Simmons & Co., P.C.: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.E. Simmons & Co., P.C. on USMV, newest first. How the timeline and the estimate are built.

J.E. Simmons & Co., P.C. held 12,291 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,291 shares
    Change vs previous 13F +406 shares

    0.67% of the 13F portfolio, value $1,185,590.

    13F-HR 0001376474-26-000493 filed by J.E. Simmons & Co., P.C.
    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 11,885 shares
    Change vs previous 13F +616 shares

    0.74% of the 13F portfolio, value $1,102,215.

    13F-HR 0001376474-26-000304 filed by J.E. Simmons & Co., P.C.
    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 11,269 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,061,089.

    13F-HR 0001376474-26-000173 filed by J.E. Simmons & Co., P.C.
    Filed (acceptance time not in the bulk data set), ingested

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