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Pure Financial Advisors, LLC: USRT position timeline

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

Pure Financial Advisors, LLC held 278,505 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,505 shares
    Change vs previous 13F +331 shares

    0.24% of the 13F portfolio, value $18,506,660.

    13F-HR 0001571556-26-000005 filed by Pure Financial Advisors, 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 278,174 shares
    Change vs previous 13F +32,834 shares

    0.24% of the 13F portfolio, value $16,465,094.

    13F-HR 0001571556-26-000004 filed by Pure Financial Advisors, 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/A 245,340 shares
    Change vs previous 13F +9,417 shares

    0.21% of the 13F portfolio, value $13,974,594.

    13F-HR 0001571556-26-000001 filed by Pure Financial Advisors, 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 235,923 shares
    Change vs previous 13F +182 shares

    0.22% of the 13F portfolio, value $13,853,395.

    13F-HR 0001571556-25-000007 filed by Pure Financial Advisors, 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 235,741 shares
    Change vs previous 13F +29,718 shares

    0.23% of the 13F portfolio, value $13,333,523.

    13F-HR 0001571556-25-000005 filed by Pure Financial Advisors, 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 206,023 shares
    Change vs previous 13F -10,457 shares

    0.25% of the 13F portfolio, value $11,866,932.

    13F-HR 0001571556-25-000003 filed by Pure Financial Advisors, 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 216,480 shares
    Change vs previous 13F +14,961 shares

    0.28% of the 13F portfolio, value $12,406,486.

    13F-HR 0001571556-25-000001 filed by Pure Financial Advisors, 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 201,519 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $12,407,539.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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