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Disclosery

Spectrum Wealth Counsel, LLC: USMV position timeline

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

Spectrum Wealth Counsel, LLC held 2,522 USMV shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,522 shares
    Change vs previous 13F +1,040 shares

    0.03% of the 13F portfolio, value $236,211.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,482 shares
    Change vs previous 13F -218 shares

    0.02% of the 13F portfolio, value $131,587.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,700 shares
    Change vs previous 13F -373 shares

    0.02% of the 13F portfolio, value $155,227.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 2,073 shares
    Change vs previous 13F -31,558 shares

    0.02% of the 13F portfolio, value $174,050.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 33,631 shares
    Change vs previous 13F +363 shares

    0.34% of the 13F portfolio, value $2,810,879.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 33,268 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,595,903.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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