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Mullooly Asset Management, Inc.: USMV position timeline

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

Mullooly Asset Management, Inc. held 40,918 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,918 shares
    Change vs previous 13F +1,987 shares

    1.21% of the 13F portfolio, value $3,946,983.

    13F-HR 0001950591-26-000004 filed by Mullooly Asset Management, Inc.
    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 38,931 shares
    Change vs previous 13F -338 shares

    1.33% of the 13F portfolio, value $3,610,429.

    13F-HR 0001950591-26-000003 filed by Mullooly Asset Management, Inc.
    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 39,269 shares
    Change vs previous 13F +3,672 shares

    1.35% of the 13F portfolio, value $3,697,681.

    13F-HR 0001950591-26-000001 filed by Mullooly Asset Management, Inc.
    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 35,597 shares
    Change vs previous 13F +1,438 shares

    1.3% of the 13F portfolio, value $3,386,593.

    13F-HR 0001950591-25-000002 filed by Mullooly Asset Management, Inc.
    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 34,159 shares
    Change vs previous 13F +6 shares

    1.35% of the 13F portfolio, value $3,206,730.

    13F-HR 0001085146-25-004074 filed by Mullooly Asset Management, Inc.
    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/A 34,153 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,198,859.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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