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World Investment Advisors: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of World Investment Advisors on USMV, newest first. How the timeline and the estimate are built.

World Investment Advisors held 65,650 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,650 shares
    Change vs previous 13F -60 shares

    0.1% of the 13F portfolio, value $6,097,203.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 65,710 shares
    Change vs previous 13F -2,771 shares

    0.1% of the 13F portfolio, value $6,093,928.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 68,481 shares
    Change vs previous 13F -192 shares

    0.11% of the 13F portfolio, value $6,448,174.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 68,673 shares
    Change vs previous 13F -6,928 shares

    0.13% of the 13F portfolio, value $6,533,550.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 75,601 shares
    Change vs previous 13F -83,838 shares

    0.16% of the 13F portfolio, value $7,096,704.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 159,439 shares
    Change vs previous 13F +83,977 shares

    0.39% of the 13F portfolio, value $14,933,055.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 75,462 shares
    Change vs previous 13F -116,453 shares

    0.18% of the 13F portfolio, value $6,700,334.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 191,915 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $17,517,744.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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