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Ancora Advisors LLC: USMV position timeline

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

Ancora Advisors LLC held 111,141 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 111,141 shares
    Change vs previous 13F +550 shares

    0.21% of the 13F portfolio, value $10,720,644.

    13F-HR 0001446114-26-000012 filed by Ancora Advisors 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 110,591 shares
    Change vs previous 13F -2,143 shares

    0.22% of the 13F portfolio, value $10,256,234.

    13F-HR 0001446114-26-000009 filed by Ancora Advisors 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 112,734 shares
    Change vs previous 13F +2,152 shares

    0.22% of the 13F portfolio, value $10,615,019.

    13F-HR 0001446114-26-000006 filed by Ancora Advisors 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 110,582 shares
    Change vs previous 13F +3,396 shares

    0.21% of the 13F portfolio, value $10,520,745.

    13F-HR 0001446114-25-000048 filed by Ancora Advisors 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 107,186 shares
    Change vs previous 13F +10,322 shares

    0.21% of the 13F portfolio, value $10,061,558.

    13F-HR 0001446114-25-000037 filed by Ancora Advisors 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 96,864 shares
    Change vs previous 13F +2,404 shares

    0.2% of the 13F portfolio, value $9,072,311.

    13F-HR 0001446114-25-000023 filed by Ancora Advisors 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 94,460 shares
    Change vs previous 13F -9,076 shares

    0.19% of the 13F portfolio, value $8,387,122.

    13F-HR 0001446114-25-000009 filed by Ancora Advisors 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 103,536 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $9,453,914.

    13F-HR 0001446114-24-000029 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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