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Disclosery

LPF Advisors LLC: USMV position timeline

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

LPF Advisors LLC held 8,633 USMV shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,633 shares
    Change vs previous 13F -6 shares

    0.66% of the 13F portfolio, value $808,570.

    13F-HR 0001085146-25-002067 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 8,639 shares
    Change vs previous 13F -24 shares

    0.64% of the 13F portfolio, value $767,057.

    13F-HR 0001085146-25-000268 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 8,663 shares
    Change vs previous 13F +356 shares

    0.68% of the 13F portfolio, value $791,018.

    13F-HR 0001085146-24-005022 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 8,307 shares
    Change vs previous 13F +2,190 shares

    0.64% of the 13F portfolio, value $697,456.

    13F-HR 0001085146-24-002923 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 6,117 shares
    Change vs previous 13F -500 shares

    0.51% of the 13F portfolio, value $511,259.

    13F-HR 0001085146-24-002280 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 6,617 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $516,324.

    13F-HR 0001085146-24-002257 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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