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Disclosery

MCMORGAN & CO LLC: USMV position timeline

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

MCMORGAN & CO LLC held 28,304 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,304 shares
    Change vs previous 13F +66 shares

    0.41% of the 13F portfolio, value $2,730,250.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 28,238 shares
    Change vs previous 13F +108 shares

    0.42% of the 13F portfolio, value $2,618,806.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 28,130 shares
    Change vs previous 13F -119 shares

    0.44% of the 13F portfolio, value $2,648,799.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 28,249 shares
    Change vs previous 13F -10,451 shares

    0.41% of the 13F portfolio, value $2,687,619.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 38,700 shares
    Change vs previous 13F -1,409 shares

    0.54% of the 13F portfolio, value $3,632,814.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 40,109 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,756,626.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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