Skip to content
Disclosery

USA FINANCIAL FORMULAS: IVW position timeline

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

USA FINANCIAL FORMULAS held 29,041 IVW 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 29,041 shares
    Change vs previous 13F -495,268 shares

    0.62% of the 13F portfolio, value $3,284,828.

    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 524,309 shares
    Change vs previous 13F -23,153 shares

    11.76% of the 13F portfolio, value $64,626,327.

    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 547,462 shares
    Change vs previous 13F -25,638 shares

    11.64% of the 13F portfolio, value $66,089,613.

    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 573,100 shares
    Change vs previous 13F -742,707 shares

    10.77% of the 13F portfolio, value $63,098,310.

    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 1,315,807 shares
    Change vs previous 13F +488,603 shares

    20.17% of the 13F portfolio, value $122,146,364.

    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 827,204 shares
    Change vs previous 13F -10,885 shares

    13.2% of the 13F portfolio, value $83,986,022.

    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 838,089 shares
    Change vs previous 13F -36,426 shares

    12.48% of the 13F portfolio, value $80,247,022.

    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 874,515 shares
    Change vs previous 13F not available

    13.12% of the 13F portfolio, value $80,927,618.

    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).