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Steinberg Global Asset Management: USMV position timeline

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

Steinberg Global Asset Management held 362,553 USMV shares at 2019-03-31 per its 13F-HR/A filed 2019-04-24.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F/A 362,553 shares
    Change vs previous 13F -4,247 shares

    3.33% of the 13F portfolio, value $21,318,000.

    13F-HR/A 0001398344-19-006984 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 366,800 shares
    Change vs previous 13F +15,300 shares

    3.3% of the 13F portfolio, value $19,220,000.

    13F-HR 0001398344-19-001761 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 351,500 shares
    Change vs previous 13F +6,262 shares

    2.85% of the 13F portfolio, value $20,050,000.

    13F-HR 0001398344-18-015689 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 345,238 shares
    Change vs previous 13F +6,316 shares

    2.69% of the 13F portfolio, value $18,353,000.

    13F-HR 0001398344-18-011224 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 338,922 shares
    Change vs previous 13F +2,687 shares

    2.59% of the 13F portfolio, value $17,600,000.

    13F-HR 0001398344-18-005527 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 336,235 shares
    Change vs previous 13F -2,027 shares

    2.55% of the 13F portfolio, value $17,746,000.

    13F-HR 0001398344-18-001464 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 338,262 shares
    Change vs previous 13F +731 shares

    2.5% of the 13F portfolio, value $17,028,000.

    13F-HR 0001398344-17-013502 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 337,531 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $16,515,000.

    13F-HR 0001398344-17-009070 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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