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WPG Advisers, LLC: USMV position timeline

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

WPG Advisers, LLC held 2,207 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,207 shares
    Change vs previous 13F -19 shares

    0.13% of the 13F portfolio, value $212,887.

    13F-HR 0002067343-26-000003 filed by WPG Advisers, 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 2,226 shares
    Change vs previous 13F -87 shares

    0.15% of the 13F portfolio, value $206,439.

    13F-HR 0002067343-26-000002 filed by WPG Advisers, 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 2,313 shares
    Change vs previous 13F +39 shares

    0.16% of the 13F portfolio, value $217,792.

    13F-HR 0002067343-26-000001 filed by WPG Advisers, 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 2,274 shares
    Change vs previous 13F -149 shares

    0.17% of the 13F portfolio, value $216,348.

    13F-HR 0002067343-25-000004 filed by WPG Advisers, 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 2,423 shares
    Change vs previous 13F -149 shares

    0.19% of the 13F portfolio, value $227,447.

    13F-HR 0002067343-25-000003 filed by WPG Advisers, 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 2,572 shares
    Change vs previous 13F -1,159 shares

    0.22% of the 13F portfolio, value $240,894.

    13F-HR 0002067343-25-000002 filed by WPG Advisers, 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 3,731 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $331,275.

    13F-HR 0002067343-25-000001 filed by WPG Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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