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STEPHEN J. GARRY & ASSOCIATES, LLC: USMV position timeline

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

STEPHEN J. GARRY & ASSOCIATES, LLC held 9,545 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 9,545 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $920,711.

    13F-HR 0001951757-26-001051 filed by STEPHEN J. GARRY & ASSOCIATES, 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 9,545 shares
    Change vs previous 13F -510 shares

    0.71% of the 13F portfolio, value $885,203.

    13F-HR 0001951757-26-000620 filed by STEPHEN J. GARRY & ASSOCIATES, 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 10,055 shares
    Change vs previous 13F -300 shares

    0.75% of the 13F portfolio, value $946,779.

    13F-HR 0001951757-26-000190 filed by STEPHEN J. GARRY & ASSOCIATES, 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 10,355 shares
    Change vs previous 13F -225 shares

    0.79% of the 13F portfolio, value $985,175.

    13F-HR 0001951757-25-001379 filed by STEPHEN J. GARRY & ASSOCIATES, 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 10,580 shares
    Change vs previous 13F -260 shares

    0.86% of the 13F portfolio, value $993,145.

    13F-HR 0001951757-25-000934 filed by STEPHEN J. GARRY & ASSOCIATES, 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 10,840 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,015,274.

    13F-HR 0001951757-25-000544 filed by STEPHEN J. GARRY & ASSOCIATES, 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 10,840 shares
    Change vs previous 13F -2,120 shares

    0.89% of the 13F portfolio, value $962,484.

    13F-HR 0001951757-25-000251 filed by STEPHEN J. GARRY & ASSOCIATES, 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 12,960 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,183,378.

    13F-HR 0001951757-25-000253 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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