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Tranquilli Financial Advisor LLC: USMV position timeline

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

Tranquilli Financial Advisor LLC held 16,956 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,956 shares
    Change vs previous 13F -4,306 shares

    0.88% of the 13F portfolio, value $1,635,576.

    13F-HR 0001214659-26-009764 filed by Tranquilli Financial Advisor 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 21,262 shares
    Change vs previous 13F -1,379 shares

    1.15% of the 13F portfolio, value $1,971,838.

    13F-HR 0001214659-26-005880 filed by Tranquilli Financial Advisor 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 22,641 shares
    Change vs previous 13F -16 shares

    1.24% of the 13F portfolio, value $2,131,877.

    13F-HR 0001214659-26-000854 filed by Tranquilli Financial Advisor 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 22,657 shares
    Change vs previous 13F +1,017 shares

    1.27% of the 13F portfolio, value $2,155,587.

    13F-HR 0001214659-25-015582 filed by Tranquilli Financial Advisor 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 21,640 shares
    Change vs previous 13F +6,005 shares

    1.26% of the 13F portfolio, value $2,031,347.

    13F-HR 0001214659-25-011974 filed by Tranquilli Financial Advisor 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 15,635 shares
    Change vs previous 13F +3,221 shares

    0.93% of the 13F portfolio, value $1,464,374.

    13F-HR 0001214659-25-007387 filed by Tranquilli Financial Advisor 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 12,414 shares
    Change vs previous 13F -15,694 shares

    0.7% of the 13F portfolio, value $1,102,239.

    13F-HR 0001214659-25-001346 filed by Tranquilli Financial Advisor 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 28,108 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,566,541.

    13F-HR 0001214659-24-018965 filed by Tranquilli Financial Advisor LLC
    Filed (acceptance time not in the bulk data set), ingested

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