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WealthBridge Capital Management, LLC: USMV position timeline

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

WealthBridge Capital Management, LLC held 54,152 USMV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,152 shares
    Change vs previous 13F -4,246 shares

    1.04% of the 13F portfolio, value $5,223,547.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital Management, 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 58,398 shares
    Change vs previous 13F +433 shares

    1.25% of the 13F portfolio, value $5,415,806.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital Management, 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 57,965 shares
    Change vs previous 13F +2,411 shares

    1.24% of the 13F portfolio, value $5,458,003.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital Management, 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 55,554 shares
    Change vs previous 13F +1,634 shares

    1.24% of the 13F portfolio, value $5,285,366.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital Management, 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 53,920 shares
    Change vs previous 13F +2,719 shares

    1.28% of the 13F portfolio, value $5,061,446.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital Management, 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 51,201 shares
    Change vs previous 13F +609 shares

    1.35% of the 13F portfolio, value $4,795,453.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, 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 50,592 shares
    Change vs previous 13F +2,092 shares

    1.25% of the 13F portfolio, value $4,492,103.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, 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 48,500 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $4,428,541.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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