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Syverson Strege & Co: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Syverson Strege & Co on USMV, newest first. How the timeline and the estimate are built.

Syverson Strege & Co held 31,775 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,775 shares
    Change vs previous 13F -1,241 shares

    0.67% of the 13F portfolio, value $3,065,003.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 33,016 shares
    Change vs previous 13F -624 shares

    0.74% of the 13F portfolio, value $3,061,945.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 33,640 shares
    Change vs previous 13F -66 shares

    0.75% of the 13F portfolio, value $3,167,543.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 33,706 shares
    Change vs previous 13F -1,229 shares

    0.77% of the 13F portfolio, value $3,206,771.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 34,935 shares
    Change vs previous 13F +3,677 shares

    0.77% of the 13F portfolio, value $3,279,327.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    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 31,258 shares
    Change vs previous 13F -142 shares

    0.94% of the 13F portfolio, value $2,927,626.

    13F-HR 0001682057-25-000003 filed by Syverson Strege & Co
    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 31,400 shares
    Change vs previous 13F -566 shares

    0.93% of the 13F portfolio, value $2,788,037.

    13F-HR 0001682057-25-000001 filed by Syverson Strege & Co
    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 31,966 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,918,832.

    13F-HR 0001682057-24-000008 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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