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Disclosery

Sugar Maple Asset Management, LLC: USMV position timeline

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

Sugar Maple Asset Management, LLC held 32,549 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,549 shares
    Change vs previous 13F -2,102 shares

    2.02% of the 13F portfolio, value $3,139,637.

    13F-HR 0002012673-26-000004 filed by Sugar Maple Asset Management, 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 34,651 shares
    Change vs previous 13F -27 shares

    1.95% of the 13F portfolio, value $3,213,526.

    13F-HR 0002012673-26-000002 filed by Sugar Maple Asset Management, 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 34,678 shares
    Change vs previous 13F -2,167 shares

    2.2% of the 13F portfolio, value $3,265,282.

    13F-HR 0002012673-26-000001 filed by Sugar Maple Asset Management, 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 36,845 shares
    Change vs previous 13F +689 shares

    2.51% of the 13F portfolio, value $3,505,446.

    13F-HR 0002012673-25-000005 filed by Sugar Maple Asset Management, 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 36,156 shares
    Change vs previous 13F -10,050 shares

    2.65% of the 13F portfolio, value $3,393,993.

    13F-HR 0002012673-25-000003 filed by Sugar Maple Asset Management, 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 46,206 shares
    Change vs previous 13F +931 shares

    3.41% of the 13F portfolio, value $4,327,613.

    13F-HR 0002012673-25-000002 filed by Sugar Maple Asset Management, 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 45,275 shares
    Change vs previous 13F -798 shares

    3.06% of the 13F portfolio, value $4,019,952.

    13F-HR 0002012673-25-000001 filed by Sugar Maple Asset Management, 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 46,073 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $4,207,002.

    13F-HR 0002012673-24-000002 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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