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Disclosery

Wealth Management Partners, LLC: USMV position timeline

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

Wealth Management Partners, LLC held 25,293 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,293 shares
    Change vs previous 13F -1,368 shares

    0.57% of the 13F portfolio, value $2,439,746.

    13F-HR 0001843294-26-000004 filed by Wealth Management 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 26,661 shares
    Change vs previous 13F -1,198 shares

    0.71% of the 13F portfolio, value $2,472,525.

    13F-HR 0001843294-26-000002 filed by Wealth Management 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 27,859 shares
    Change vs previous 13F -137 shares

    0.75% of the 13F portfolio, value $2,623,187.

    13F-HR 0001843294-26-000001 filed by Wealth Management 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 27,996 shares
    Change vs previous 13F -1,015 shares

    0.85% of the 13F portfolio, value $2,663,523.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 29,011 shares
    Change vs previous 13F -604 shares

    0.96% of the 13F portfolio, value $2,722,376.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 29,615 shares
    Change vs previous 13F -1,299 shares

    1.28% of the 13F portfolio, value $2,773,725.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 30,914 shares
    Change vs previous 13F -804 shares

    1.18% of the 13F portfolio, value $2,744,889.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 31,718 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,896,194.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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