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USA FINANCIAL FORMULAS: EXC position timeline

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

USA FINANCIAL FORMULAS held 153 EXC 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 153 shares
    Change vs previous 13F -20,031 shares

    <0.01% of the 13F portfolio, value $7,500.

    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 20,184 shares
    Change vs previous 13F +20,031 shares

    0.16% of the 13F portfolio, value $879,821.

    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 153 shares
    Change vs previous 13F -58,307 shares

    <0.01% of the 13F portfolio, value $6,887.

    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 58,460 shares
    Change vs previous 13F +25,639 shares

    0.43% of the 13F portfolio, value $2,538,333.

    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 32,821 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,512,392.

    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).