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USA FINANCIAL FORMULAS: HYG position timeline

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

USA FINANCIAL FORMULAS held 9 HYG 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 9 shares
    Change vs previous 13F -81,172 shares

    <0.01% of the 13F portfolio, value $716.

    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 81,181 shares
    Change vs previous 13F -8,044 shares

    1.19% of the 13F portfolio, value $6,545,624.

    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 89,225 shares
    Change vs previous 13F -15,459 shares

    1.28% of the 13F portfolio, value $7,244,178.

    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 104,684 shares
    Change vs previous 13F +104,654 shares

    1.44% of the 13F portfolio, value $8,442,765.

    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 30 shares
    Change vs previous 13F -124,236 shares

    <0.01% of the 13F portfolio, value $2,367.

    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 124,266 shares
    Change vs previous 13F -8,782 shares

    1.54% of the 13F portfolio, value $9,773,521.

    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 133,048 shares
    Change vs previous 13F +2,947 shares

    1.66% of the 13F portfolio, value $10,683,754.

    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 130,101 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $10,035,991.

    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).