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PARTNERS CAPITAL INVESTMENT GROUP, LLP: USMV position timeline

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

PARTNERS CAPITAL INVESTMENT GROUP, LLP held 29,558 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,558 shares
    Change vs previous 13F +93 shares

    0.1% of the 13F portfolio, value $2,851,208.

    13F-HR 0001104659-26-096053 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,465 shares
    Change vs previous 13F +124 shares

    0.1% of the 13F portfolio, value $2,732,580.

    13F-HR 0001104659-26-059167 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,341 shares
    Change vs previous 13F +121 shares

    0.1% of the 13F portfolio, value $2,762,771.

    13F-HR 0001104659-26-014776 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,220 shares
    Change vs previous 13F +112 shares

    0.11% of the 13F portfolio, value $2,780,000.

    13F-HR 0001104659-25-104708 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,108 shares
    Change vs previous 13F +103 shares

    0.11% of the 13F portfolio, value $2,732,352.

    13F-HR 0001104659-25-078417 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,005 shares
    Change vs previous 13F +29,005 shares

    0.05% of the 13F portfolio, value $2,716,634.

    13F-HR 0001104659-25-048299 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 0 shares
    Change vs previous 13F -33,271 shares

    13F-HR 0001104659-25-007846 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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.

  8. period ended2024-09-30
    13F 33,271 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,037,980.

    13F-HR 0001104659-24-114237 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    Filed (acceptance time not in the bulk data set), ingested

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