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Disclosery

MA Private Wealth: USMV position timeline

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

MA Private Wealth held 98,051 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,051 shares
    Change vs previous 13F -617 shares

    1.41% of the 13F portfolio, value $9,457,999.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 98,668 shares
    Change vs previous 13F -172 shares

    1.55% of the 13F portfolio, value $9,150,470.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 98,840 shares
    Change vs previous 13F +3,060 shares

    1.55% of the 13F portfolio, value $9,306,774.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 95,780 shares
    Change vs previous 13F +414 shares

    1.53% of the 13F portfolio, value $9,112,509.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 95,366 shares
    Change vs previous 13F +5,509 shares

    1.6% of the 13F portfolio, value $8,952,006.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 89,857 shares
    Change vs previous 13F -19,549 shares

    1.58% of the 13F portfolio, value $8,415,981.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 109,406 shares
    Change vs previous 13F -1,375 shares

    1.82% of the 13F portfolio, value $9,714,177.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 110,781 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $10,115,432.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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