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Moloney Securities Asset Management, LLC: USMV position timeline

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

Moloney Securities Asset Management, LLC held 74,605 USMV shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 74,605 shares
    Change vs previous 13F +18 shares

    0.84% of the 13F portfolio, value $7,097,888.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 74,587 shares
    Change vs previous 13F +742 shares

    0.87% of the 13F portfolio, value $7,001,501.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset 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 ended2025-03-31
    13F 73,845 shares
    Change vs previous 13F +617 shares

    0.94% of the 13F portfolio, value $6,916,318.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset 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 ended2024-12-31
    13F 73,228 shares
    Change vs previous 13F +443 shares

    0.87% of the 13F portfolio, value $6,501,888.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset 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 ended2024-09-30
    13F 72,785 shares
    Change vs previous 13F -538 shares

    0.89% of the 13F portfolio, value $6,645,973.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset 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 ended2024-06-30
    13F 73,323 shares
    Change vs previous 13F -2,845 shares

    0.89% of the 13F portfolio, value $6,156,191.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset 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 ended2024-03-31
    13F 76,168 shares
    Change vs previous 13F +4,087 shares

    0.96% of the 13F portfolio, value $6,366,125.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset 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 ended2023-12-31
    13F 72,081 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,624,468.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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