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Mutual Advisors, LLC: USMV position timeline

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

Mutual Advisors, LLC held 34,796 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,796 shares
    Change vs previous 13F +6,631 shares

    0.06% of the 13F portfolio, value $3,356,379.

    13F-HR 0001986152-26-000154 filed by Mutual 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 28,165 shares
    Change vs previous 13F -5,879 shares

    0.06% of the 13F portfolio, value $2,612,010.

    13F-HR 0001986152-26-000054 filed by Mutual 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 34,044 shares
    Change vs previous 13F -9,271 shares

    0.07% of the 13F portfolio, value $3,205,614.

    13F-HR 0001986152-26-000005 filed by Mutual 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 43,315 shares
    Change vs previous 13F -8,691 shares

    0.09% of the 13F portfolio, value $4,090,274.

    13F-HR 0001986152-25-000100 filed by Mutual 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 52,006 shares
    Change vs previous 13F -8,518 shares

    0.12% of the 13F portfolio, value $4,901,541.

    13F-HR 0001986152-25-000050 filed by Mutual 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 60,524 shares
    Change vs previous 13F +25,164 shares

    0.16% of the 13F portfolio, value $5,496,144.

    13F-HR 0001986152-25-000037 filed by Mutual 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 35,360 shares
    Change vs previous 13F +1,759 shares

    0.09% of the 13F portfolio, value $3,172,126.

    13F-HR 0001986152-25-000002 filed by Mutual 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 33,601 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,076,851.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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