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STRATEGY ASSET MANAGERS LLC: USMV position timeline

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

STRATEGY ASSET MANAGERS LLC held 20,381 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 20,381 shares
    Change vs previous 13F +713 shares

    0.29% of the 13F portfolio, value $1,965,958.

    13F-HR 0001166716-26-000005 filed by STRATEGY ASSET MANAGERS 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 19,668 shares
    Change vs previous 13F +320 shares

    0.3% of the 13F portfolio, value $1,823,968.

    13F-HR 0001166716-26-000004 filed by STRATEGY ASSET MANAGERS 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 19,348 shares
    Change vs previous 13F +711 shares

    0.3% of the 13F portfolio, value $1,821,804.

    13F-HR 0001166716-26-000002 filed by STRATEGY ASSET MANAGERS 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 18,637 shares
    Change vs previous 13F -153 shares

    0.32% of the 13F portfolio, value $1,773,109.

    13F-HR 0001166716-25-000007 filed by STRATEGY ASSET MANAGERS 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 18,790 shares
    Change vs previous 13F +102 shares

    0.33% of the 13F portfolio, value $1,763,789.

    13F-HR 0001166716-25-000004 filed by STRATEGY ASSET MANAGERS 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 18,688 shares
    Change vs previous 13F +746 shares

    0.36% of the 13F portfolio, value $1,750,325.

    13F-HR 0001166716-25-000003 filed by STRATEGY ASSET MANAGERS 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 17,942 shares
    Change vs previous 13F -816 shares

    0.31% of the 13F portfolio, value $1,593,040.

    13F-HR 0001166716-25-000002 filed by STRATEGY ASSET MANAGERS 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 18,758 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,712,818.

    13F-HR 0001166716-24-000005 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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