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Disclosery

Koenig Investment Advisory, LLC: USMV position timeline

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

Koenig Investment Advisory, LLC held 148,040 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 148,040 shares
    Change vs previous 13F -2,073 shares

    10.56% of the 13F portfolio, value $14,425,051.

    13F-HR 0002114481-26-000005 filed by Koenig Investment Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 150,113 shares
    Change vs previous 13F +881 shares

    11.25% of the 13F portfolio, value $14,479,907.

    13F-HR 0002114481-26-000003 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 149,232 shares
    Change vs previous 13F +1,077 shares

    11.75% of the 13F portfolio, value $13,839,755.

    13F-HR 0002114481-26-000002 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 148,155 shares
    Change vs previous 13F not available

    11.63% of the 13F portfolio, value $14,341,476.

    13F-HR 0002114481-26-000001 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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