Skip to content
Disclosery

KENNEDY INVESTMENT GROUP, INC.: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENNEDY INVESTMENT GROUP, INC. on USMV, newest first. How the timeline and the estimate are built.

KENNEDY INVESTMENT GROUP, INC. held 44,137 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,137 shares
    Change vs previous 13F -72,568 shares

    1.44% of the 13F portfolio, value $4,257,409.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, 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 116,705 shares
    Change vs previous 13F -514 shares

    4.24% of the 13F portfolio, value $10,823,241.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, 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 117,219 shares
    Change vs previous 13F +6,942 shares

    4.16% of the 13F portfolio, value $11,037,328.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, 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 110,277 shares
    Change vs previous 13F +8,888 shares

    4.17% of the 13F portfolio, value $10,491,783.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, 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 101,389 shares
    Change vs previous 13F +5,008 shares

    4.04% of the 13F portfolio, value $9,517,409.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, 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 96,381 shares
    Change vs previous 13F +9,352 shares

    4.19% of the 13F portfolio, value $9,027,038.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, 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 87,029 shares
    Change vs previous 13F +15,084 shares

    3.5% of the 13F portfolio, value $7,727,268.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, INC.
    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 71,945 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $6,569,288.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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