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USA FINANCIAL FORMULAS: ARLU position timeline

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

USA FINANCIAL FORMULAS held 64,932 ARLU shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 64,932 shares
    Change vs previous 13F -3,935 shares

    0.35% of the 13F portfolio, value $1,863,022.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 68,867 shares
    Change vs previous 13F -14,454 shares

    0.38% of the 13F portfolio, value $2,087,517.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 83,321 shares
    Change vs previous 13F -17,891 shares

    0.44% of the 13F portfolio, value $2,481,349.

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 101,212 shares
    Change vs previous 13F +101,167 shares

    0.48% of the 13F portfolio, value $2,821,791.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 45 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,161.

    13F-HR 0001633716-25-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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