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USA FINANCIAL FORMULAS: IWV position timeline

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

USA FINANCIAL FORMULAS held 1,659 IWV 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 1,659 shares
    Change vs previous 13F -100 shares

    0.12% of the 13F portfolio, value $614,958.

    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 1,759 shares
    Change vs previous 13F -118 shares

    0.12% of the 13F portfolio, value $680,469.

    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 1,877 shares
    Change vs previous 13F -369 shares

    0.13% of the 13F portfolio, value $711,270.

    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 2,246 shares
    Change vs previous 13F -422 shares

    0.13% of the 13F portfolio, value $788,346.

    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 2,668 shares
    Change vs previous 13F -237 shares

    0.14% of the 13F portfolio, value $847,464.

    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 2,905 shares
    Change vs previous 13F -157 shares

    0.15% of the 13F portfolio, value $970,996.

    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 3,062 shares
    Change vs previous 13F -464 shares

    0.16% of the 13F portfolio, value $1,000,447.

    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 3,526 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,088,370.

    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).