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Running Point Capital Advisors, LLC: USMV position timeline

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

Running Point Capital Advisors, LLC held 65,404 USMV shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 65,404 shares
    Change vs previous 13F -6,878 shares

    1.68% of the 13F portfolio, value $6,158,481.

    13F-HR 0001398344-26-003250 filed by Running Point Capital 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 ended2025-09-30
    13F 72,282 shares
    Change vs previous 13F -964 shares

    1.84% of the 13F portfolio, value $6,876,916.

    13F-HR 0001398344-25-019878 filed by Running Point Capital 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 ended2025-06-30
    13F 73,246 shares
    Change vs previous 13F -5,477 shares

    1.9% of the 13F portfolio, value $6,875,571.

    13F-HR 0001398344-25-015005 filed by Running Point Capital 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 ended2025-03-31
    13F 78,723 shares
    Change vs previous 13F -3,389 shares

    2.34% of the 13F portfolio, value $7,373,179.

    13F-HR 0001398344-25-009551 filed by Running Point Capital 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 ended2024-12-31
    13F 82,112 shares
    Change vs previous 13F -17,472 shares

    2.5% of the 13F portfolio, value $7,290,724.

    13F-HR 0001398344-25-002420 filed by Running Point Capital 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 ended2024-09-30
    13F 99,584 shares
    Change vs previous 13F -5,406 shares

    3.51% of the 13F portfolio, value $9,093,015.

    13F-HR 0001398344-24-020400 filed by Running Point Capital 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 ended2024-06-30
    13F 104,990 shares
    Change vs previous 13F -3,888 shares

    3.64% of the 13F portfolio, value $8,814,960.

    13F-HR 0001398344-24-014498 filed by Running Point Capital 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 ended2024-03-31
    13F 108,878 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $9,100,023.

    13F-HR 0001398344-24-009672 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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