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Disclosery

VSR Financial Services, Inc.: USMV position timeline

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

VSR Financial Services, Inc. held 117,727 USMV shares at 2016-06-30 per its 13F-HR filed 2016-08-11.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 117,727 shares
    Change vs previous 13F +3,119 shares

    0.9% of the 13F portfolio, value $5,440,000.

    13F-HR 0001449689-16-000022 filed by VSR Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-03-31
    13F 114,608 shares
    Change vs previous 13F +109,571 shares

    0.53% of the 13F portfolio, value $5,035,000.

    13F-HR 0001449689-16-000016 filed by VSR Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-12-31
    13F 5,037 shares
    Change vs previous 13F +5,037 shares

    0.02% of the 13F portfolio, value $211,000.

    13F-HR 0001449689-16-000014 filed by VSR Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 0 shares
    Change vs previous 13F -9,858 shares

    13F-HR 0001449689-15-000008 filed by VSR Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2014-12-31
    13F 9,858 shares
    Change vs previous 13F +1,188 shares

    0.05% of the 13F portfolio, value $399,000.

    13F-HR 0001449689-15-000002 filed by VSR Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 8,670 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $327,000.

    13F-HR 0001449689-14-000014 filed by VSR Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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