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Disclosery

Mason & Associates Inc: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason & Associates Inc on USFR, newest first. How the timeline and the estimate are built.

Mason & Associates Inc held 238,592 USFR 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 238,592 shares
    Change vs previous 13F +79,895 shares

    1.94% of the 13F portfolio, value $12,013,083.

    13F-HR 0001917686-26-000003 filed by Mason & Associates 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 158,697 shares
    Change vs previous 13F -45,606 shares

    1.55% of the 13F portfolio, value $7,988,791.

    13F-HR 0001917686-26-000002 filed by Mason & Associates 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 204,303 shares
    Change vs previous 13F +32,072 shares

    1.93% of the 13F portfolio, value $10,280,518.

    13F-HR 0001917686-26-000001 filed by Mason & Associates 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 172,231 shares
    Change vs previous 13F +732 shares

    1.74% of the 13F portfolio, value $8,658,060.

    13F-HR 0001917686-25-000007 filed by Mason & Associates 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 171,499 shares
    Change vs previous 13F -56,254 shares

    1.99% of the 13F portfolio, value $8,628,107.

    13F-HR 0001917686-25-000005 filed by Mason & Associates 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 227,753 shares
    Change vs previous 13F -68,837 shares

    2.85% of the 13F portfolio, value $11,462,808.

    13F-HR 0001917686-25-000002 filed by Mason & Associates 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 296,590 shares
    Change vs previous 13F +105,926 shares

    3.51% of the 13F portfolio, value $14,924,406.

    13F-HR 0001917686-25-000001 filed by Mason & Associates 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 190,664 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $9,575,160.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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