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McNaughton Wealth Management, LLC: USMV position timeline

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

McNaughton Wealth Management, LLC held 39,565 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 39,565 shares
    Change vs previous 13F -1,278 shares

    1.35% of the 13F portfolio, value $3,855,260.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,843 shares
    Change vs previous 13F -5,919 shares

    1.4% of the 13F portfolio, value $3,939,699.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 46,762 shares
    Change vs previous 13F -2,623 shares

    1.79% of the 13F portfolio, value $4,336,681.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,385 shares
    Change vs previous 13F -58 shares

    1.91% of the 13F portfolio, value $4,650,054.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,443 shares
    Change vs previous 13F -382 shares

    1.98% of the 13F portfolio, value $4,704,016.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 49,825 shares
    Change vs previous 13F -1,419 shares

    2.09% of the 13F portfolio, value $4,677,037.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 51,244 shares
    Change vs previous 13F -736 shares

    2.33% of the 13F portfolio, value $4,799,531.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 51,980 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $4,615,283.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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