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USA FINANCIAL FORMULAS: IVV position timeline

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

USA FINANCIAL FORMULAS held 58,368 IVV 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 58,368 shares
    Change vs previous 13F -60,431 shares

    7.19% of the 13F portfolio, value $38,126,561.

    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 118,799 shares
    Change vs previous 13F +71 shares

    14.8% of the 13F portfolio, value $81,370,187.

    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 118,728 shares
    Change vs previous 13F +87,842 shares

    14% of the 13F portfolio, value $79,464,650.

    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 30,886 shares
    Change vs previous 13F -29,806 shares

    3.27% of the 13F portfolio, value $19,177,117.

    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 60,692 shares
    Change vs previous 13F -1,612 shares

    5.63% of the 13F portfolio, value $34,102,835.

    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 62,304 shares
    Change vs previous 13F +1,120 shares

    5.76% of the 13F portfolio, value $36,677,119.

    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 61,184 shares
    Change vs previous 13F -4,107 shares

    5.49% of the 13F portfolio, value $35,292,155.

    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 65,291 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $35,729,194.

    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).