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Disclosery

Unified Investment Management: USMV position timeline

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

Unified Investment Management held 2,599 USMV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,599 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $253,235.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,599 shares
    Change vs previous 13F +21 shares

    0.23% of the 13F portfolio, value $250,656.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,578 shares
    Change vs previous 13F +350 shares

    0.25% of the 13F portfolio, value $239,105.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,228 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $209,770.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,227 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $211,914.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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