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Successful Portfolios LLC: USMV position timeline

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

Successful Portfolios LLC held 2,972 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,972 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $294,015.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,992 shares
    Change vs previous 13F +100 shares

    0.14% of the 13F portfolio, value $292,358.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,892 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $267,285.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,892 shares
    Change vs previous 13F -512 shares

    0.14% of the 13F portfolio, value $273,699.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,404 shares
    Change vs previous 13F +83 shares

    0.19% of the 13F portfolio, value $323,857.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,321 shares
    Change vs previous 13F -30 shares

    0.19% of the 13F portfolio, value $311,742.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,351 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $313,855.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,341 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $296,647.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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