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USA FINANCIAL FORMULAS: EPP position timeline

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

USA FINANCIAL FORMULAS held 2,257 EPP 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 2,257 shares
    Change vs previous 13F -367 shares

    0.02% of the 13F portfolio, value $119,937.

    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 2,624 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $132,433.

    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 2,515 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $129,673.

    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 3,061 shares
    Change vs previous 13F -1,670 shares

    0.03% of the 13F portfolio, value $151,122.

    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 4,731 shares
    Change vs previous 13F +1,167 shares

    0.03% of the 13F portfolio, value $208,637.

    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 3,564 shares
    Change vs previous 13F -919 shares

    0.02% of the 13F portfolio, value $156,139.

    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 4,483 shares
    Change vs previous 13F -678 shares

    0.03% of the 13F portfolio, value $218,950.

    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 5,161 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $221,923.

    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).