Skip to content
Disclosery

Mendel Money Management: USMV position timeline

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

Mendel Money Management held 0 USMV shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,623 shares

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 5,623 shares
    Change vs previous 13F +61 shares

    0.23% of the 13F portfolio, value $527,831.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,562 shares
    Change vs previous 13F +8 shares

    0.25% of the 13F portfolio, value $520,937.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,554 shares
    Change vs previous 13F -160 shares

    0.22% of the 13F portfolio, value $493,140.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,714 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $521,745.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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