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Disclosery

Stonebrook Private Inc.: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonebrook Private Inc. on USMV, newest first. How the timeline and the estimate are built.

Stonebrook Private Inc. held 8,631 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,631 shares
    Change vs previous 13F +79 shares

    0.15% of the 13F portfolio, value $832,504.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 8,552 shares
    Change vs previous 13F +152 shares

    0.17% of the 13F portfolio, value $793,107.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 8,400 shares
    Change vs previous 13F +345 shares

    0.17% of the 13F portfolio, value $790,911.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    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 8,055 shares
    Change vs previous 13F +141 shares

    0.17% of the 13F portfolio, value $766,385.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    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 7,914 shares
    Change vs previous 13F +30 shares

    0.17% of the 13F portfolio, value $742,882.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    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 7,884 shares
    Change vs previous 13F +4,331 shares

    0.19% of the 13F portfolio, value $738,397.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    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 3,553 shares
    Change vs previous 13F -1,196 shares

    0.08% of the 13F portfolio, value $315,430.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    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 4,749 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $433,637.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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