Sandbox Financial Partners, LLC: USMV position timeline

Sandbox Financial Partners, LLC held 2,864 USMV shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 2,864 shares

   Change vs previous 13F +8 shares

   0.07% of the 13F portfolio, value $265,620.

   13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 2,856 shares

   Change vs previous 13F -3 shares

   0.07% of the 13F portfolio, value $268,933.

   13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 2,859 shares

   Change vs previous 13F +7 shares

   0.08% of the 13F portfolio, value $272,007.

   13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 2,852 shares

   Change vs previous 13F +41 shares

   0.08% of the 13F portfolio, value $267,688.

   13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 2,811 shares

   Change vs previous 13F -413 shares

   0.09% of the 13F portfolio, value $263,277.

   13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 3,224 shares

   Change vs previous 13F +5 shares

   0.1% of the 13F portfolio, value $286,256.

   13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 3,219 shares

   Change vs previous 13F +4 shares

   0.1% of the 13F portfolio, value $293,948.

   13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

8. period ended2024-06-30

   13F 3,215 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $269,909.

   13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
   Filed 2024-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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