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Disclosery

Santori & Peters, Inc.: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Santori & Peters, Inc. on USMV, newest first. How the timeline and the estimate are built.

Santori & Peters, Inc. held 24,517 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,517 shares
    Change vs previous 13F -22 shares

    0.67% of the 13F portfolio, value $2,364,921.

    13F-HR 0001730959-26-000003 filed by Santori & Peters, Inc.
    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 24,539 shares
    Change vs previous 13F +14 shares

    0.71% of the 13F portfolio, value $2,275,763.

    13F-HR 0001730959-26-000002 filed by Santori & Peters, Inc.
    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 24,525 shares
    Change vs previous 13F -492 shares

    0.79% of the 13F portfolio, value $2,309,282.

    13F-HR 0001730959-26-000001 filed by Santori & Peters, Inc.
    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 25,017 shares
    Change vs previous 13F -814 shares

    0.85% of the 13F portfolio, value $2,380,139.

    13F-HR 0001730959-25-000007 filed by Santori & Peters, Inc.
    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 25,831 shares
    Change vs previous 13F -43 shares

    0.88% of the 13F portfolio, value $2,424,782.

    13F-HR 0001730959-25-000003 filed by Santori & Peters, Inc.
    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 25,874 shares
    Change vs previous 13F -7,584 shares

    0.98% of the 13F portfolio, value $2,423,370.

    13F-HR 0001730959-25-000002 filed by Santori & Peters, Inc.
    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 33,458 shares
    Change vs previous 13F -51 shares

    1.14% of the 13F portfolio, value $2,970,772.

    13F-HR 0001730959-25-000001 filed by Santori & Peters, Inc.
    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 33,509 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,059,666.

    13F-HR 0001730959-24-000007 filed by Santori & Peters, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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