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USA FINANCIAL FORMULAS: EFA position timeline

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

USA FINANCIAL FORMULAS held 1,332 EFA 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 1,332 shares
    Change vs previous 13F -669,116 shares

    0.02% of the 13F portfolio, value $129,377.

    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 670,448 shares
    Change vs previous 13F -20,754 shares

    11.71% of the 13F portfolio, value $64,383,121.

    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 691,202 shares
    Change vs previous 13F -67,561 shares

    11.37% of the 13F portfolio, value $64,537,531.

    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 758,763 shares
    Change vs previous 13F +756,115 shares

    11.58% of the 13F portfolio, value $67,825,825.

    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 2,648 shares
    Change vs previous 13F +552 shares

    0.04% of the 13F portfolio, value $216,421.

    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 2,096 shares
    Change vs previous 13F -975,783 shares

    0.02% of the 13F portfolio, value $158,479.

    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 977,879 shares
    Change vs previous 13F +975,107 shares

    12.72% of the 13F portfolio, value $81,780,021.

    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 2,772 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $217,131.

    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).