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Mayflower Financial Advisors, LLC: USMV position timeline

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

Mayflower Financial Advisors, LLC held 72,931 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,931 shares
    Change vs previous 13F -1,289 shares

    0.61% of the 13F portfolio, value $7,034,966.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial 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 ended2026-03-31
    13F 74,220 shares
    Change vs previous 13F +268 shares

    0.84% of the 13F portfolio, value $6,883,127.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial 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 ended2025-12-31
    13F 73,952 shares
    Change vs previous 13F -1,047 shares

    0.84% of the 13F portfolio, value $6,963,304.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial 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 ended2025-09-30
    13F 74,999 shares
    Change vs previous 13F -2,103 shares

    0.9% of the 13F portfolio, value $7,135,414.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial 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 ended2025-06-30
    13F 77,102 shares
    Change vs previous 13F -979 shares

    1.01% of the 13F portfolio, value $7,237,532.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial 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 ended2025-03-31
    13F 78,081 shares
    Change vs previous 13F +1,013 shares

    1.11% of the 13F portfolio, value $7,313,021.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial Advisors, 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 77,068 shares
    Change vs previous 13F -1,416 shares

    1.02% of the 13F portfolio, value $6,842,826.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, 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 78,484 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,166,332.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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