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Monterey Private Wealth, Inc.: USMV position timeline

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

Monterey Private Wealth, Inc. held 48,675 USMV shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 48,675 shares
    Change vs previous 13F -590 shares

    1.34% of the 13F portfolio, value $4,558,907.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 49,265 shares
    Change vs previous 13F -1,439 shares

    1.44% of the 13F portfolio, value $4,374,278.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 50,704 shares
    Change vs previous 13F -2,299 shares

    1.58% of the 13F portfolio, value $4,629,752.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 53,003 shares
    Change vs previous 13F -7,025 shares

    1.66% of the 13F portfolio, value $4,450,142.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 60,028 shares
    Change vs previous 13F -3,139 shares

    2.01% of the 13F portfolio, value $5,017,143.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 63,167 shares
    Change vs previous 13F -7,710 shares

    2.23% of the 13F portfolio, value $4,928,944.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 70,877 shares
    Change vs previous 13F -3,683 shares

    2.58% of the 13F portfolio, value $5,130,076.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 74,560 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,542,034.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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