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Disclosery

Savvy Advisors, Inc.: USMV position timeline

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

Savvy Advisors, Inc. held 34,139 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,139 shares
    Change vs previous 13F +6,144 shares

    0.07% of the 13F portfolio, value $3,293,053.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, 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 27,995 shares
    Change vs previous 13F -1,841 shares

    0.07% of the 13F portfolio, value $2,596,298.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, 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 29,836 shares
    Change vs previous 13F +6,539 shares

    0.09% of the 13F portfolio, value $2,809,372.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, 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 23,297 shares
    Change vs previous 13F +15,420 shares

    0.1% of the 13F portfolio, value $2,216,483.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, 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 7,877 shares
    Change vs previous 13F +1,449 shares

    0.05% of the 13F portfolio, value $739,403.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, 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 6,428 shares
    Change vs previous 13F -850 shares

    0.06% of the 13F portfolio, value $602,005.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, 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 7,278 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $646,258.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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