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SAXON INTERESTS, INC.: USMV position timeline

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

SAXON INTERESTS, INC. held 15,642 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,642 shares
    Change vs previous 13F -371 shares

    0.42% of the 13F portfolio, value $1,508,827.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, 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 16,013 shares
    Change vs previous 13F -1,030 shares

    0.51% of the 13F portfolio, value $1,485,046.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, 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 17,043 shares
    Change vs previous 13F -619 shares

    0.57% of the 13F portfolio, value $1,604,769.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, 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 17,662 shares
    Change vs previous 13F -19,979 shares

    0.65% of the 13F portfolio, value $1,664,827.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, 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 37,641 shares
    Change vs previous 13F 0 shares

    1.65% of the 13F portfolio, value $3,525,459.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, 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 37,641 shares
    Change vs previous 13F +19,850 shares

    1.65% of the 13F portfolio, value $3,525,459.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, 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 17,791 shares
    Change vs previous 13F +165 shares

    0.7% of the 13F portfolio, value $1,579,663.

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, 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 17,626 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,609,430.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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