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Per Stirling Capital Management, LLC.: USMV position timeline

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

Per Stirling Capital Management, LLC. held 25,331 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 25,331 shares
    Change vs previous 13F -45,988 shares

    0.23% of the 13F portfolio, value $2,443,420.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 71,319 shares
    Change vs previous 13F +286 shares

    0.73% of the 13F portfolio, value $6,614,085.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 71,033 shares
    Change vs previous 13F -16,743 shares

    0.75% of the 13F portfolio, value $6,688,478.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 87,776 shares
    Change vs previous 13F -208 shares

    1% of the 13F portfolio, value $8,350,963.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 87,984 shares
    Change vs previous 13F +1,575 shares

    1.08% of the 13F portfolio, value $8,259,084.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 86,409 shares
    Change vs previous 13F +3,360 shares

    1.16% of the 13F portfolio, value $8,093,034.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 83,049 shares
    Change vs previous 13F -7,835 shares

    1.05% of the 13F portfolio, value $7,373,919.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 90,884 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $8,298,656.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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