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Disclosery

PMG Wealth Management, Inc.: USMV position timeline

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

PMG Wealth Management, Inc. held 11,513 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,513 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,110,520.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 11,513 shares
    Change vs previous 13F -45 shares

    0.77% of the 13F portfolio, value $1,067,692.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 11,558 shares
    Change vs previous 13F +100 shares

    0.8% of the 13F portfolio, value $1,088,278.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 11,458 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,088,372.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 11,458 shares
    Change vs previous 13F -144 shares

    0.89% of the 13F portfolio, value $1,075,539.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 11,602 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $1,086,620.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 11,602 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,030,119.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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