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Disclosery

SIGNATUREFD, LLC: USMV position timeline

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

SIGNATUREFD, LLC held 23,557 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,557 shares
    Change vs previous 13F -326 shares

    0.03% of the 13F portfolio, value $2,272,308.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 23,883 shares
    Change vs previous 13F +212 shares

    0.03% of the 13F portfolio, value $2,214,909.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 23,671 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,228,861.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 23,671 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,252,059.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 23,671 shares
    Change vs previous 13F -2,168 shares

    0.04% of the 13F portfolio, value $2,221,997.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 25,839 shares
    Change vs previous 13F -1,119 shares

    0.05% of the 13F portfolio, value $2,420,081.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 26,958 shares
    Change vs previous 13F -2,906 shares

    0.05% of the 13F portfolio, value $2,393,559.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 29,864 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,726,838.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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