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Disclosery

MRWM Advisors, LLC: USFR position timeline

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

MRWM Advisors, LLC held 8,005 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,005 shares
    Change vs previous 13F -398 shares

    0.17% of the 13F portfolio, value $403,052.

    13F-HR 0001754960-26-000660 filed by MRWM 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 8,403 shares
    Change vs previous 13F -123,396 shares

    0.23% of the 13F portfolio, value $423,007.

    13F-HR 0001754960-26-000284 filed by MRWM 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 131,799 shares
    Change vs previous 13F -83 shares

    3.56% of the 13F portfolio, value $6,632,126.

    13F-HR 0001754960-26-000115 filed by MRWM 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 131,882 shares
    Change vs previous 13F -7,905 shares

    3.77% of the 13F portfolio, value $6,629,708.

    13F-HR 0001754960-25-000717 filed by MRWM 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 139,787 shares
    Change vs previous 13F +12,316 shares

    4.4% of the 13F portfolio, value $7,032,684.

    13F-HR 0001754960-25-000620 filed by MRWM 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 127,471 shares
    Change vs previous 13F -12,368 shares

    4.46% of the 13F portfolio, value $6,415,615.

    13F-HR 0001754960-25-000621 filed by MRWM 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 139,839 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $7,036,698.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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