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Sanctuary Advisors, LLC: USMV position timeline

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

Sanctuary Advisors, LLC held 215,785 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,785 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $20,814,641.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 ended2026-03-31
    13F 215,810 shares
    Change vs previous 13F -10,653 shares

    0.11% of the 13F portfolio, value $20,014,248.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 ended2025-12-31
    13F 226,463 shares
    Change vs previous 13F -797 shares

    0.12% of the 13F portfolio, value $21,323,737.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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 ended2025-09-30
    13F/A 227,260 shares
    Change vs previous 13F +10,571 shares

    0.12% of the 13F portfolio, value $21,621,496.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 ended2025-06-30
    13F 216,689 shares
    Change vs previous 13F +7,298 shares

    0.13% of the 13F portfolio, value $20,340,615.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 ended2025-03-31
    13F 209,391 shares
    Change vs previous 13F +6,537 shares

    0.14% of the 13F portfolio, value $19,611,528.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 ended2024-12-31
    13F 202,854 shares
    Change vs previous 13F -15,220 shares

    0.12% of the 13F portfolio, value $18,743,715.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 ended2024-09-30
    13F 218,074 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $20,381,206.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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