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Torrey-Payne Wealth Management, LLC: USMV position timeline

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

Torrey-Payne Wealth Management, LLC held 87,462 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,462 shares
    Change vs previous 13F +400 shares

    6.94% of the 13F portfolio, value $8,436,585.

    13F-HR 0002112151-26-000003 filed by Torrey-Payne Wealth 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 87,062 shares
    Change vs previous 13F +1,343 shares

    7.41% of the 13F portfolio, value $8,074,130.

    13F-HR 0002112151-26-000002 filed by Torrey-Payne Wealth 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 85,719 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $8,187,879.

    13F-HR 0002112151-26-000001 filed by Torrey-Payne Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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