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Savant Capital, LLC: USMV position timeline

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

Savant Capital, LLC held 101,004 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,004 shares
    Change vs previous 13F +9,349 shares

    0.03% of the 13F portfolio, value $9,768,425.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 91,655 shares
    Change vs previous 13F -5,446 shares

    0.04% of the 13F portfolio, value $8,500,108.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 97,101 shares
    Change vs previous 13F +11,633 shares

    0.05% of the 13F portfolio, value $9,143,060.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 85,468 shares
    Change vs previous 13F -3,757 shares

    0.05% of the 13F portfolio, value $8,131,426.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 89,225 shares
    Change vs previous 13F -2,103 shares

    0.06% of the 13F portfolio, value $8,375,558.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 91,328 shares
    Change vs previous 13F -4,593 shares

    0.07% of the 13F portfolio, value $8,553,763.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 95,921 shares
    Change vs previous 13F -83,424 shares

    0.07% of the 13F portfolio, value $8,516,816.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 179,345 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $16,376,038.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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