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Disclosery

Uniting Wealth Partners, LLC: USMV position timeline

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

Uniting Wealth Partners, LLC held 3,585 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 3,585 shares
    Change vs previous 13F +65 shares

    0.07% of the 13F portfolio, value $345,809.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 3,520 shares
    Change vs previous 13F +138 shares

    0.07% of the 13F portfolio, value $326,445.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 3,382 shares
    Change vs previous 13F +497 shares

    0.1% of the 13F portfolio, value $318,449.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, 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 2,885 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $274,479.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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