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MUIRFIELD WEALTH ADVISORS LLC: USMV position timeline

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

MUIRFIELD WEALTH ADVISORS LLC held 46,375 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,375 shares
    Change vs previous 13F +1,649 shares

    2.92% of the 13F portfolio, value $4,473,356.

    13F-HR 0001951757-26-001173 filed by MUIRFIELD WEALTH 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 44,726 shares
    Change vs previous 13F +4,488 shares

    3.05% of the 13F portfolio, value $4,147,867.

    13F-HR 0001951757-26-000702 filed by MUIRFIELD WEALTH 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 40,238 shares
    Change vs previous 13F +25 shares

    2.78% of the 13F portfolio, value $3,788,764.

    13F-HR 0001951757-26-000377 filed by MUIRFIELD WEALTH 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 40,213 shares
    Change vs previous 13F +800 shares

    2.84% of the 13F portfolio, value $3,825,874.

    13F-HR 0001951757-25-001390 filed by MUIRFIELD WEALTH 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 39,413 shares
    Change vs previous 13F -408 shares

    2.94% of the 13F portfolio, value $3,699,729.

    13F-HR 0001951757-25-000955 filed by MUIRFIELD WEALTH 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 39,821 shares
    Change vs previous 13F -669 shares

    3.17% of the 13F portfolio, value $3,729,604.

    13F-HR 0001951757-25-000356 filed by MUIRFIELD WEALTH 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 40,490 shares
    Change vs previous 13F -931 shares

    2.96% of the 13F portfolio, value $3,595,093.

    13F-HR 0001951757-25-000128 filed by MUIRFIELD WEALTH 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 41,421 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $3,782,173.

    13F-HR 0001951757-24-001016 filed by MUIRFIELD WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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