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USA FINANCIAL FORMULAS: HWM position timeline

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

USA FINANCIAL FORMULAS held 4 HWM 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 4 shares
    Change vs previous 13F -3,159 shares

    <0.01% of the 13F portfolio, value $922.

    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 3,163 shares
    Change vs previous 13F -1,374 shares

    0.12% of the 13F portfolio, value $648,478.

    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 4,537 shares
    Change vs previous 13F -723 shares

    0.16% of the 13F portfolio, value $890,296.

    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 5,260 shares
    Change vs previous 13F -1,170 shares

    0.17% of the 13F portfolio, value $979,044.

    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 6,430 shares
    Change vs previous 13F -1,114 shares

    0.14% of the 13F portfolio, value $834,164.

    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 7,544 shares
    Change vs previous 13F -945 shares

    0.13% of the 13F portfolio, value $825,087.

    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 8,489 shares
    Change vs previous 13F -4,960 shares

    0.13% of the 13F portfolio, value $851,022.

    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 13,449 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,044,046.

    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).