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USA FINANCIAL FORMULAS: DIA position timeline

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

USA FINANCIAL FORMULAS held 1,337 DIA 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 1,337 shares
    Change vs previous 13F -82 shares

    0.12% of the 13F portfolio, value $619,285.

    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 1,419 shares
    Change vs previous 13F -82 shares

    0.12% of the 13F portfolio, value $681,929.

    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 1,501 shares
    Change vs previous 13F -9,825 shares

    0.12% of the 13F portfolio, value $696,074.

    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 11,326 shares
    Change vs previous 13F -279,300 shares

    0.85% of the 13F portfolio, value $4,990,802.

    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 290,626 shares
    Change vs previous 13F +101,182 shares

    20.15% of the 13F portfolio, value $122,028,045.

    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 189,444 shares
    Change vs previous 13F +187,099 shares

    12.67% of the 13F portfolio, value $80,608,422.

    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 2,345 shares
    Change vs previous 13F -299 shares

    0.15% of the 13F portfolio, value $992,216.

    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 2,644 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,034,148.

    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).