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RIVER'S EDGE WEALTH MANAGEMENT, LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIVER'S EDGE WEALTH MANAGEMENT, LLC on USMV, newest first. How the timeline and the estimate are built.

RIVER'S EDGE WEALTH MANAGEMENT, LLC held 28,645 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,645 shares
    Change vs previous 13F +1,478 shares

    2.42% of the 13F portfolio, value $2,752,458.

    13F-HR 0002109861-26-000004 filed by RIVER'S EDGE WEALTH 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 27,167 shares
    Change vs previous 13F +261 shares

    2.4% of the 13F portfolio, value $2,555,874.

    13F-HR 0002109861-26-000003 filed by RIVER'S EDGE WEALTH 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 26,906 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $2,588,065.

    13F-HR 0002109861-26-000002 filed by RIVER'S EDGE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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