Performance Wealth Partners, LLC: USMV position timeline

Performance Wealth Partners, LLC held 55,168 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 55,168 shares

   Change vs previous 13F +10,870 shares

   0.13% of the 13F portfolio, value $5,321,523.

   13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 44,298 shares

   Change vs previous 13F +8,437 shares

   0.12% of the 13F portfolio, value $4,108,200.

   13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 35,861 shares

   Change vs previous 13F +3,085 shares

   0.09% of the 13F portfolio, value $3,376,672.

   13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 32,776 shares

   Change vs previous 13F +2,299 shares

   0.09% of the 13F portfolio, value $3,118,309.

   13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 30,477 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $2,860,876.

   13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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