Stillwater Wealth Management Group: USMC position timeline

Stillwater Wealth Management Group held 6,788 USMC shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 6,788 shares

   Change vs previous 13F -564 shares

   0.27% of the 13F portfolio, value $436,568.

   13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 7,352 shares

   Change vs previous 13F -1,395 shares

   0.34% of the 13F portfolio, value $503,263.

   13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 8,747 shares

   Change vs previous 13F -4,470 shares

   0.42% of the 13F portfolio, value $596,317.

   13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
   Filed 2025-12-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 13,217 shares

   Change vs previous 13F -5,206 shares

   0.65% of the 13F portfolio, value $750,461.

   13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 18,423 shares

   Change vs previous 13F not available

   0.99% of the 13F portfolio, value $1,105,933.

   13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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