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Disclosery

JT Stratford LLC: USMV position timeline

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

JT Stratford LLC held 6,732 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,732 shares
    Change vs previous 13F +200 shares

    0.07% of the 13F portfolio, value $649,369.

    13F-HR 0001689013-26-000003 filed by JT Stratford 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 6,532 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $605,778.

    13F-HR 0001689013-26-000002 filed by JT Stratford 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 6,532 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $615,053.

    13F-HR 0001689013-26-000001 filed by JT Stratford 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 6,532 shares
    Change vs previous 13F +80 shares

    0.08% of the 13F portfolio, value $621,454.

    13F-HR 0001689013-25-000008 filed by JT Stratford 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 6,452 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $605,649.

    13F-HR 0001689013-25-000004 filed by JT Stratford 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 6,452 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $604,294.

    13F-HR 0001689013-25-000003 filed by JT Stratford 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 6,452 shares
    Change vs previous 13F -125 shares

    0.09% of the 13F portfolio, value $572,873.

    13F-HR 0001689013-25-000002 filed by JT Stratford 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 6,577 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $600,546.

    13F-HR 0001689013-24-000005 filed by JT Stratford LLC
    Filed (acceptance time not in the bulk data set), ingested

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