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Disclosery

New World Advisors LLC: USMV position timeline

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

New World Advisors LLC held 0 USMV shares at 2026-03-31 per its 13F-HR/A filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -4,921 shares

    13F-HR/A 0001951757-26-000739 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,921 shares
    Change vs previous 13F +385 shares

    0.08% of the 13F portfolio, value $463,361.

    13F-HR 0001951757-26-000387 filed by New World 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 ended2025-09-30
    13F 4,536 shares
    Change vs previous 13F -677 shares

    0.08% of the 13F portfolio, value $431,555.

    13F-HR 0001951757-25-001298 filed by New World 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 ended2025-06-30
    13F 5,213 shares
    Change vs previous 13F +931 shares

    0.1% of the 13F portfolio, value $489,344.

    13F-HR 0001951757-25-001064 filed by New World 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 ended2025-03-31
    13F 4,282 shares
    Change vs previous 13F +535 shares

    0.09% of the 13F portfolio, value $401,052.

    13F-HR 0001951757-25-000437 filed by New World 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 ended2024-12-31
    13F 3,747 shares
    Change vs previous 13F +300 shares

    0.08% of the 13F portfolio, value $332,696.

    13F-HR 0001951757-25-000181 filed by New World 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 ended2024-09-30
    13F 3,447 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $314,746.

    13F-HR 0001951757-24-001125 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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