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Disclosery

&PARTNERS: USMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on USMC, newest first. How the timeline and the estimate are built.

&PARTNERS held 60,528 USMC 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 60,528 shares
    Change vs previous 13F +1,239 shares

    0.02% of the 13F portfolio, value $4,485,702.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 59,289 shares
    Change vs previous 13F +2,012 shares

    0.02% of the 13F portfolio, value $3,812,999.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 57,277 shares
    Change vs previous 13F +1,653 shares

    0.02% of the 13F portfolio, value $3,919,173.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 55,624 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,792,060.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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