Skip to content
Disclosery

Reality Financial Planning Services, LLC: USMV position timeline

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

Reality Financial Planning Services, LLC held 34,214 USMV 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 34,214 shares
    Change vs previous 13F -3,169 shares

    3.19% of the 13F portfolio, value $3,300,282.

    13F-HR 0002110687-26-000003 filed by Reality Financial Planning Services, 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 37,383 shares
    Change vs previous 13F +2,410 shares

    3.35% of the 13F portfolio, value $3,466,899.

    13F-HR 0002110687-26-000002 filed by Reality Financial Planning Services, 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 34,973 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $3,293,058.

    13F-HR 0002110687-26-000001 filed by Reality Financial Planning Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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