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Disclosery

Kathmere Capital Management, LLC: USMV position timeline

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

Kathmere Capital Management, LLC held 18,085 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 18,085 shares
    Change vs previous 13F +1,071 shares

    0.09% of the 13F portfolio, value $1,744,523.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 17,014 shares
    Change vs previous 13F +1,462 shares

    0.1% of the 13F portfolio, value $1,577,921.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 15,552 shares
    Change vs previous 13F +675 shares

    0.1% of the 13F portfolio, value $1,464,419.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 14,877 shares
    Change vs previous 13F +1,810 shares

    0.1% of the 13F portfolio, value $1,415,441.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 13,067 shares
    Change vs previous 13F +424 shares

    0.09% of the 13F portfolio, value $1,226,642.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 12,643 shares
    Change vs previous 13F +295 shares

    0.1% of the 13F portfolio, value $1,184,186.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 12,348 shares
    Change vs previous 13F +1,035 shares

    0.1% of the 13F portfolio, value $1,096,420.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 11,313 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,033,032.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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