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Disclosery

&PARTNERS: USMV position timeline

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

&PARTNERS held 224,607 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 224,607 shares
    Change vs previous 13F +20,914 shares

    0.09% of the 13F portfolio, value $21,782,533.

    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 203,693 shares
    Change vs previous 13F -8,002 shares

    0.09% of the 13F portfolio, value $18,598,360.

    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 211,695 shares
    Change vs previous 13F +52,001 shares

    0.1% of the 13F portfolio, value $19,937,140.

    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 159,694 shares
    Change vs previous 13F +35,071 shares

    0.1% of the 13F portfolio, value $15,181,691.

    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).

  5. period ended2025-06-30
    13F 124,623 shares
    Change vs previous 13F +20,154 shares

    0.09% of the 13F portfolio, value $11,698,360.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 104,469 shares
    Change vs previous 13F +11,129 shares

    0.1% of the 13F portfolio, value $9,688,480.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 93,340 shares
    Change vs previous 13F +52,392 shares

    0.1% of the 13F portfolio, value $8,314,486.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 40,948 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,738,998.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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