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Joel Adams & Associates, Inc.: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on USMV, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 6,654 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,654 shares
    Change vs previous 13F +191 shares

    0.41% of the 13F portfolio, value $641,847.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 6,463 shares
    Change vs previous 13F +1,058 shares

    0.45% of the 13F portfolio, value $599,400.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 5,405 shares
    Change vs previous 13F -214 shares

    0.38% of the 13F portfolio, value $508,900.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 5,619 shares
    Change vs previous 13F -358 shares

    0.43% of the 13F portfolio, value $534,546.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 5,977 shares
    Change vs previous 13F -2,177 shares

    0.5% of the 13F portfolio, value $561,088.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 8,154 shares
    Change vs previous 13F -1,518 shares

    0.69% of the 13F portfolio, value $763,731.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 9,672 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $858,740.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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