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Disclosery

PFG Advisors: USMV position timeline

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

PFG Advisors held 11,781 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,781 shares
    Change vs previous 13F -3,830 shares

    0.06% of the 13F portfolio, value $1,136,388.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 15,611 shares
    Change vs previous 13F +870 shares

    0.07% of the 13F portfolio, value $1,447,734.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 14,741 shares
    Change vs previous 13F -2,584 shares

    0.07% of the 13F portfolio, value $1,388,044.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 17,325 shares
    Change vs previous 13F -567 shares

    0.07% of the 13F portfolio, value $1,648,280.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 17,892 shares
    Change vs previous 13F -238 shares

    0.08% of the 13F portfolio, value $1,679,562.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 18,130 shares
    Change vs previous 13F -5,399 shares

    0.09% of the 13F portfolio, value $1,698,074.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 23,529 shares
    Change vs previous 13F +595 shares

    0.13% of the 13F portfolio, value $2,089,130.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 22,934 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,094,128.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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