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Disclosery

USA FINANCIAL FORMULAS: CB position timeline

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

USA FINANCIAL FORMULAS held 217 CB 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 217 shares
    Change vs previous 13F -149 shares

    0.01% of the 13F portfolio, value $70,727.

    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 366 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $114,236.

    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 516 shares
    Change vs previous 13F -864 shares

    0.03% of the 13F portfolio, value $145,641.

    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 1,380 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $399,814.

    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 1,376 shares
    Change vs previous 13F -410 shares

    0.07% of the 13F portfolio, value $415,538.

    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).

  6. period ended2024-12-31
    13F 1,786 shares
    Change vs previous 13F -644 shares

    0.08% of the 13F portfolio, value $493,472.

    13F-HR 0001633716-25-000002 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).

  7. period ended2024-09-30
    13F 2,430 shares
    Change vs previous 13F -4,219 shares

    0.11% of the 13F portfolio, value $700,788.

    13F-HR 0001633716-24-000009 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).

  8. period ended2024-06-30
    13F 6,649 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,696,027.

    13F-HR 0001633716-24-000007 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).