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Raab & Moskowitz Asset Management LLC: USMV position timeline

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

Raab & Moskowitz Asset Management LLC held 10,147 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,147 shares
    Change vs previous 13F +39 shares

    0.2% of the 13F portfolio, value $978,796.

    13F-HR 0001172661-26-002860 filed by Raab & Moskowitz Asset 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 10,108 shares
    Change vs previous 13F +166 shares

    0.21% of the 13F portfolio, value $937,431.

    13F-HR 0001172661-26-002433 filed by Raab & Moskowitz Asset 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 9,942 shares
    Change vs previous 13F +4,253 shares

    0.2% of the 13F portfolio, value $936,154.

    13F-HR 0001172661-26-000221 filed by Raab & Moskowitz Asset 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 5,689 shares
    Change vs previous 13F +2,658 shares

    0.12% of the 13F portfolio, value $541,267.

    13F-HR 0001172661-25-005201 filed by Raab & Moskowitz Asset 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 3,031 shares
    Change vs previous 13F +562 shares

    0.07% of the 13F portfolio, value $284,520.

    13F-HR 0001172661-25-003142 filed by Raab & Moskowitz Asset 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 2,469 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $231,247.

    13F-HR 0001172661-25-001920 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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