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Disclosery

Smart Money Group LLC: USMV position timeline

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

Smart Money Group LLC held 15,443 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,443 shares
    Change vs previous 13F -1,922 shares

    0.38% of the 13F portfolio, value $1,489,613.

    13F-HR 0001728866-26-000005 filed by Smart Money Group 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 17,365 shares
    Change vs previous 13F -1,065 shares

    0.47% of the 13F portfolio, value $1,610,409.

    13F-HR 0001728866-26-000004 filed by Smart Money Group 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 18,430 shares
    Change vs previous 13F +4 shares

    0.51% of the 13F portfolio, value $1,735,343.

    13F-HR 0001728866-26-000001 filed by Smart Money Group 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 18,426 shares
    Change vs previous 13F +9,952 shares

    0.52% of the 13F portfolio, value $1,753,032.

    13F-HR 0001728866-25-000004 filed by Smart Money Group 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 8,474 shares
    Change vs previous 13F -957 shares

    0.25% of the 13F portfolio, value $795,492.

    13F-HR 0001765380-25-000302 filed by Smart Money Group 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/A 9,431 shares
    Change vs previous 13F -75,282 shares

    0.3% of the 13F portfolio, value $883,299.

    13F-HR/A 0001765380-25-000217 filed by Smart Money Group 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 84,713 shares
    Change vs previous 13F -726 shares

    2.6% of the 13F portfolio, value $7,521,673.

    13F-HR 0001728866-25-000001 filed by Smart Money Group 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 85,439 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $7,688,642.

    13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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