USA FINANCIAL FORMULAS: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USA FINANCIAL FORMULAS on ADI, newest first. How the timeline and the estimate are built.

USA FINANCIAL FORMULAS held 3,524 ADI shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

period ended2026-03-31
13F 3,524 shares
Change vs previous 13F +166 shares
0.21% of the 13F portfolio, value $1,121,125.
13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,358 shares
Change vs previous 13F +3,358 shares
0.17% of the 13F portfolio, value $910,690.
13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -6,377 shares
13F-HR 0001633716-25-000002 filed by USA FINANCIAL FORMULAS
Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 6,377 shares
Change vs previous 13F +2,071 shares
0.23% of the 13F portfolio, value $1,467,794.
13F-HR 0001633716-24-000009 filed by USA FINANCIAL FORMULAS
Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 4,306 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $982,888.
13F-HR 0001633716-24-000007 filed by USA FINANCIAL FORMULAS
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).