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Portland Financial Advisors Inc: USFR position timeline

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

Portland Financial Advisors Inc held 50,966 USFR 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 50,966 shares
    Change vs previous 13F +3,685 shares

    4.68% of the 13F portfolio, value $2,566,138.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors 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 47,281 shares
    Change vs previous 13F +1,189 shares

    4.95% of the 13F portfolio, value $2,380,126.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors 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 46,092 shares
    Change vs previous 13F +877 shares

    4.93% of the 13F portfolio, value $2,319,349.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors 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 45,215 shares
    Change vs previous 13F -733 shares

    4.85% of the 13F portfolio, value $2,272,958.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors 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 45,948 shares
    Change vs previous 13F +1,360 shares

    5.55% of the 13F portfolio, value $2,311,644.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors 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 44,588 shares
    Change vs previous 13F +3,194 shares

    5.74% of the 13F portfolio, value $2,244,114.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors 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 41,394 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $2,082,946.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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