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Disclosery

Selby Wealth Management, LLC: USMV position timeline

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

Selby Wealth Management, LLC held 18,741 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,741 shares
    Change vs previous 13F -1,452 shares

    0.64% of the 13F portfolio, value $1,807,737.

    13F-HR 0001951757-26-000947 filed by Selby Wealth Management, 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 20,193 shares
    Change vs previous 13F -1,060 shares

    0.74% of the 13F portfolio, value $1,872,687.

    13F-HR 0001951757-26-000550 filed by Selby Wealth Management, 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 21,253 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,001,181.

    13F-HR 0001951757-26-000425 filed by Selby Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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