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Partnervest Advisory Services LLC: USMV position timeline

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

Partnervest Advisory Services LLC held 212,075 USMV shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 212,075 shares
    Change vs previous 13F -6,687 shares

    4.29% of the 13F portfolio, value $13,516,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 218,762 shares
    Change vs previous 13F +10,443 shares

    5% of the 13F portfolio, value $13,263,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 208,319 shares
    Change vs previous 13F +13,060 shares

    5.06% of the 13F portfolio, value $11,252,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 195,259 shares
    Change vs previous 13F -11,502 shares

    4.7% of the 13F portfolio, value $12,809,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 206,761 shares
    Change vs previous 13F +19,729 shares

    4.75% of the 13F portfolio, value $13,254,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 187,032 shares
    Change vs previous 13F +6,559 shares

    4.57% of the 13F portfolio, value $11,546,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 180,473 shares
    Change vs previous 13F +12,276 shares

    4.41% of the 13F portfolio, value $10,612,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 168,197 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $8,814,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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