Lunt Capital Management, Inc.: USFR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lunt Capital Management, Inc. on USFR, newest first. How the timeline and the estimate are built.
Lunt Capital Management, Inc. held 923,539 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 923,539 sharesChange vs previous 13F +71,640 shares
17.06% of the 13F portfolio, value $46,500,189.
13F-HR 0001608034-26-000003 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 851,899 sharesChange vs previous 13F -40,969 shares
16.46% of the 13F portfolio, value $42,884,596.
13F-HR 0001608034-26-000002 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 892,868 sharesChange vs previous 13F -919 shares
16.83% of the 13F portfolio, value $44,929,118.
13F-HR 0001608034-26-000001 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 893,787 sharesChange vs previous 13F -157,445 shares
17.18% of the 13F portfolio, value $44,930,677.
13F-HR 0001608034-25-000005 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,051,232 sharesChange vs previous 13F -196,038 shares
20.24% of the 13F portfolio, value $52,887,486.
13F-HR 0001608034-25-000003 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,247,270 sharesChange vs previous 13F +277,605 shares
22.84% of the 13F portfolio, value $62,775,103.
13F-HR 0001608034-25-000002 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 969,665 sharesChange vs previous 13F +317,523 shares
19% of the 13F portfolio, value $48,793,543.
13F-HR 0001608034-25-000001 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 652,142 sharesChange vs previous 13F not available
15.31% of the 13F portfolio, value $32,750,571.
13F-HR 0001608034-24-000004 filed by Lunt Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).