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Disclosery

Leelyn Smith, LLC: USMV position timeline

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

Leelyn Smith, LLC held 165,959 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,959 shares
    Change vs previous 13F +1,623 shares

    1.95% of the 13F portfolio, value $16,008,446.

    13F-HR 0001777817-26-000004 filed by Leelyn Smith, 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 164,336 shares
    Change vs previous 13F +7,231 shares

    2.14% of the 13F portfolio, value $15,240,531.

    13F-HR 0001777817-26-000003 filed by Leelyn Smith, 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 157,105 shares
    Change vs previous 13F +3,446 shares

    2.14% of the 13F portfolio, value $14,793,036.

    13F-HR 0001777817-26-000001 filed by Leelyn Smith, 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 153,659 shares
    Change vs previous 13F +2,227 shares

    2.2% of the 13F portfolio, value $14,619,125.

    13F-HR 0001777817-25-000008 filed by Leelyn Smith, 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 151,432 shares
    Change vs previous 13F +892 shares

    2.33% of the 13F portfolio, value $14,214,876.

    13F-HR 0001777817-25-000005 filed by Leelyn Smith, 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 150,540 shares
    Change vs previous 13F -8,796 shares

    2.51% of the 13F portfolio, value $14,099,533.

    13F-HR 0001777817-25-000004 filed by Leelyn Smith, 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 159,336 shares
    Change vs previous 13F -6,148 shares

    2.52% of the 13F portfolio, value $14,147,479.

    13F-HR 0001777817-25-000001 filed by Leelyn Smith, 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 165,484 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $15,110,340.

    13F-HR 0001777817-24-000005 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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