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Disclosery

Ridgewood Investments LLC: USMV position timeline

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

Ridgewood Investments LLC held 9,441 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,441 shares
    Change vs previous 13F -1,116 shares

    0.34% of the 13F portfolio, value $919,912.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,557 shares
    Change vs previous 13F -117 shares

    0.38% of the 13F portfolio, value $1,018,282.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,674 shares
    Change vs previous 13F -795 shares

    0.4% of the 13F portfolio, value $989,870.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments 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 11,469 shares
    Change vs previous 13F -2,857 shares

    0.46% of the 13F portfolio, value $1,091,155.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments 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 14,326 shares
    Change vs previous 13F +7 shares

    0.58% of the 13F portfolio, value $1,344,759.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments 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 14,319 shares
    Change vs previous 13F +6 shares

    0.63% of the 13F portfolio, value $1,341,137.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments 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 14,313 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,270,826.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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