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USA FINANCIAL FORMULAS: IWM position timeline

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

USA FINANCIAL FORMULAS held 435,956 IWM 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 435,956 shares
    Change vs previous 13F +433,165 shares

    20.38% of the 13F portfolio, value $108,117,088.

    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 2,791 shares
    Change vs previous 13F -206 shares

    0.12% of the 13F portfolio, value $687,033.

    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 2,997 shares
    Change vs previous 13F +2,981 shares

    0.13% of the 13F portfolio, value $725,154.

    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 16 shares
    Change vs previous 13F -4,109 shares

    <0.01% of the 13F portfolio, value $3,453.

    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 4,125 shares
    Change vs previous 13F -163 shares

    0.14% of the 13F portfolio, value $822,896.

    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 4,288 shares
    Change vs previous 13F -243 shares

    0.15% of the 13F portfolio, value $947,476.

    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 4,531 shares
    Change vs previous 13F -594 shares

    0.16% of the 13F portfolio, value $1,000,853.

    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 5,125 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,039,811.

    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).