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Disclosery

McAdam, LLC: USMV position timeline

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

McAdam, LLC held 2,283 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,283 shares
    Change vs previous 13F -175 shares

    0.01% of the 13F portfolio, value $220,207.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 2,458 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $227,981.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 2,451 shares
    Change vs previous 13F -677 shares

    0.01% of the 13F portfolio, value $230,740.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 3,128 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $297,582.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 3,119 shares
    Change vs previous 13F +835 shares

    0.02% of the 13F portfolio, value $292,827.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 2,284 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,876.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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