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Disclosery

Smartleaf Asset Management LLC: USMV position timeline

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

Smartleaf Asset Management LLC held 17,804 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,804 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,712,114.

    13F-HR 0002010393-26-000004 filed by Smartleaf 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 17,804 shares
    Change vs previous 13F +1,223 shares

    0.06% of the 13F portfolio, value $1,632,527.

    13F-HR 0002010393-26-000003 filed by Smartleaf 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 16,581 shares
    Change vs previous 13F +1,615 shares

    0.06% of the 13F portfolio, value $1,574,447.

    13F-HR 0002010393-26-000001 filed by Smartleaf 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 14,966 shares
    Change vs previous 13F -461 shares

    0.09% of the 13F portfolio, value $1,417,668.

    13F-HR 0002010393-25-000007 filed by Smartleaf 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 15,427 shares
    Change vs previous 13F +4,515 shares

    0.13% of the 13F portfolio, value $1,434,952.

    13F-HR 0002010393-25-000005 filed by Smartleaf 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 10,912 shares
    Change vs previous 13F +359 shares

    0.1% of the 13F portfolio, value $1,012,025.

    13F-HR 0002010393-25-000004 filed by Smartleaf 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 10,553 shares
    Change vs previous 13F +219 shares

    0.1% of the 13F portfolio, value $936,346.

    13F-HR 0002010393-25-000001 filed by Smartleaf 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 10,334 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $941,203.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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