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Disclosery

Woodside Wealth Management LLC: USMV position timeline

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

Woodside Wealth Management LLC held 40,734 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 40,734 shares
    Change vs previous 13F -745 shares

    2.74% of the 13F portfolio, value $3,929,232.

    13F-HR 0001214659-26-008869 filed by Woodside Wealth 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 41,479 shares
    Change vs previous 13F -3,509 shares

    3.01% of the 13F portfolio, value $3,846,762.

    13F-HR 0001214659-26-004566 filed by Woodside Wealth 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 44,988 shares
    Change vs previous 13F -163 shares

    3.16% of the 13F portfolio, value $4,236,070.

    13F-HR 0002064883-26-000001 filed by Woodside Wealth 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 45,151 shares
    Change vs previous 13F -90 shares

    3.39% of the 13F portfolio, value $4,295,666.

    13F-HR 0002064883-25-000003 filed by Woodside Wealth 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 45,241 shares
    Change vs previous 13F -275 shares

    3.65% of the 13F portfolio, value $4,246,773.

    13F-HR 0002064883-25-000002 filed by Woodside Wealth 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 45,516 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $4,263,029.

    13F-HR 0002064883-25-000001 filed by Woodside Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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