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Disclosery

ERn Financial, LLC: USRT position timeline

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

ERn Financial, LLC held 132,502 USRT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,502 shares
    Change vs previous 13F +2,062 shares

    1.46% of the 13F portfolio, value $8,804,726.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 130,440 shares
    Change vs previous 13F +1,599 shares

    1.45% of the 13F portfolio, value $7,720,760.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 128,841 shares
    Change vs previous 13F +2,320 shares

    1.38% of the 13F portfolio, value $7,338,807.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 126,521 shares
    Change vs previous 13F -31,999 shares

    1.47% of the 13F portfolio, value $7,429,324.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 158,520 shares
    Change vs previous 13F -12,399 shares

    1.89% of the 13F portfolio, value $8,965,906.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 170,919 shares
    Change vs previous 13F -15,268 shares

    1.56% of the 13F portfolio, value $9,844,943.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 186,187 shares
    Change vs previous 13F +4,464 shares

    1.6% of the 13F portfolio, value $10,670,367.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 181,723 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $11,188,701.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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