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SYNTAX RESEARCH, INC.: USMV position timeline

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

SYNTAX RESEARCH, INC. held 113,288 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,288 shares
    Change vs previous 13F +82,934 shares

    7.98% of the 13F portfolio, value $10,927,806.

    13F-HR 0001398344-26-013177 filed by SYNTAX RESEARCH, 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 30,354 shares
    Change vs previous 13F +14,120 shares

    1.79% of the 13F portfolio, value $2,815,067.

    13F-HR 0001398344-26-007193 filed by SYNTAX RESEARCH, 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 16,234 shares
    Change vs previous 13F +1,131 shares

    0.94% of the 13F portfolio, value $1,528,579.

    13F-HR 0001398344-26-001787 filed by SYNTAX RESEARCH, 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 15,103 shares
    Change vs previous 13F +794 shares

    0.92% of the 13F portfolio, value $1,436,901.

    13F-HR 0001398344-25-020297 filed by SYNTAX RESEARCH, 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 14,309 shares
    Change vs previous 13F +7,697 shares

    0.95% of the 13F portfolio, value $1,343,194.

    13F-HR 0001398344-25-013375 filed by SYNTAX RESEARCH, 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 6,612 shares
    Change vs previous 13F +5,393 shares

    0.43% of the 13F portfolio, value $619,312.

    13F-HR 0001398344-25-008843 filed by SYNTAX RESEARCH, 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 1,219 shares
    Change vs previous 13F -78 shares

    0.08% of the 13F portfolio, value $108,236.

    13F-HR 0001398344-25-002436 filed by SYNTAX RESEARCH, 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 1,297 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $118,414.

    13F-HR 0001398344-24-023327 filed by SYNTAX RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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