Skip to content
Disclosery

Modus Advisors, LLC: USMV position timeline

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

Modus Advisors, LLC held 57,231 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,231 shares
    Change vs previous 13F -1,642 shares

    1.36% of the 13F portfolio, value $5,520,497.

    13F-HR 0001799284-26-000003 filed by Modus 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 58,873 shares
    Change vs previous 13F -20,700 shares

    1.5% of the 13F portfolio, value $5,459,884.

    13F-HR 0001799284-26-000002 filed by Modus 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 79,573 shares
    Change vs previous 13F -25,629 shares

    1.98% of the 13F portfolio, value $7,492,599.

    13F-HR 0001799284-26-000001 filed by Modus 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 105,202 shares
    Change vs previous 13F -4,376 shares

    2.72% of the 13F portfolio, value $10,008,935.

    13F-HR 0001799284-25-000005 filed by Modus 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 109,578 shares
    Change vs previous 13F -170 shares

    3.06% of the 13F portfolio, value $10,286,104.

    13F-HR 0001799284-25-000003 filed by Modus 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 109,748 shares
    Change vs previous 13F -990 shares

    3.37% of the 13F portfolio, value $10,279,043.

    13F-HR 0001799284-25-000002 filed by Modus 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 110,738 shares
    Change vs previous 13F -3,109 shares

    3.08% of the 13F portfolio, value $9,832,468.

    13F-HR 0001799284-25-000001 filed by Modus 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 113,847 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $10,395,405.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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