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Shore Point Advisors, LLC: USMV position timeline

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

Shore Point Advisors, LLC held 70,368 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,368 shares
    Change vs previous 13F -5,563 shares

    2.32% of the 13F portfolio, value $6,787,770.

    13F-HR 0001907092-26-000004 filed by Shore Point Advisors, 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 75,931 shares
    Change vs previous 13F +244 shares

    2.78% of the 13F portfolio, value $7,041,865.

    13F-HR 0001907092-26-000003 filed by Shore Point Advisors, 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 75,687 shares
    Change vs previous 13F +398 shares

    3.02% of the 13F portfolio, value $7,126,742.

    13F-HR 0001907092-26-000001 filed by Shore Point Advisors, 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 75,289 shares
    Change vs previous 13F +8,132 shares

    3.17% of the 13F portfolio, value $7,163,034.

    13F-HR 0001907092-25-000006 filed by Shore Point Advisors, 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 67,157 shares
    Change vs previous 13F +498 shares

    3.03% of the 13F portfolio, value $6,304,072.

    13F-HR 0001907092-25-000004 filed by Shore Point Advisors, 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 66,659 shares
    Change vs previous 13F -1,072 shares

    3.3% of the 13F portfolio, value $6,243,331.

    13F-HR 0001907092-25-000002 filed by Shore Point Advisors, 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 67,731 shares
    Change vs previous 13F -676 shares

    3.23% of the 13F portfolio, value $6,013,900.

    13F-HR 0001907092-25-000001 filed by Shore Point Advisors, 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 68,407 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $6,246,254.

    13F-HR 0001907092-24-000006 filed by Shore Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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