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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

  1. period ended2026-06-30
    13F 923,539 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 851,899 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 892,868 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 893,787 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 1,051,232 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 1,247,270 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 969,665 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 652,142 shares
    Change 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), ingested

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