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Disclosery

NorthRock Partners, LLC: USMV position timeline

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

NorthRock Partners, LLC held 26,580 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,580 shares
    Change vs previous 13F -3,552 shares

    0.04% of the 13F portfolio, value $2,563,908.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 30,132 shares
    Change vs previous 13F +11,439 shares

    0.05% of the 13F portfolio, value $2,794,458.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 18,693 shares
    Change vs previous 13F +386 shares

    0.03% of the 13F portfolio, value $1,760,220.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 18,307 shares
    Change vs previous 13F +3,771 shares

    0.03% of the 13F portfolio, value $1,741,699.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 14,536 shares
    Change vs previous 13F -1,432 shares

    0.04% of the 13F portfolio, value $1,364,463.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 15,968 shares
    Change vs previous 13F -46 shares

    0.05% of the 13F portfolio, value $1,495,563.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 16,014 shares
    Change vs previous 13F -4,163 shares

    0.05% of the 13F portfolio, value $1,421,883.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 20,177 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,842,383.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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