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Disclosery

Sequent Asset Management, LLC: USMV position timeline

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

Sequent Asset Management, LLC held 60,752 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,752 shares
    Change vs previous 13F +1,851 shares

    2.47% of the 13F portfolio, value $5,860,114.

    13F-HR 0001509550-26-000005 filed by Sequent Asset 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 58,901 shares
    Change vs previous 13F -964 shares

    2.61% of the 13F portfolio, value $5,462,458.

    13F-HR 0001509550-26-000004 filed by Sequent Asset 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 59,865 shares
    Change vs previous 13F +2,913 shares

    2.5% of the 13F portfolio, value $5,637,000.

    13F-HR 0001509550-26-000002 filed by Sequent Asset Management, LLC
    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 56,952 shares
    Change vs previous 13F -4,395 shares

    2.58% of the 13F portfolio, value $5,418,383.

    13F-HR 0001509550-25-000009 filed by Sequent Asset Management, LLC
    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 61,347 shares
    Change vs previous 13F -3,140 shares

    4.6% of the 13F portfolio, value $5,758,643.

    13F-HR 0001509550-25-000008 filed by Sequent Asset Management, LLC
    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 64,487 shares
    Change vs previous 13F 0 shares

    3.36% of the 13F portfolio, value $6,039,853.

    13F-HR 0001509550-25-000006 filed by Sequent Asset Management, LLC
    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 64,487 shares
    Change vs previous 13F -385 shares

    2.82% of the 13F portfolio, value $5,725,801.

    13F-HR 0001509550-25-000004 filed by Sequent Asset Management, LLC
    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 64,872 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $5,923,462.

    13F-HR 0001509550-24-000010 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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