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USA FINANCIAL FORMULAS: JULU position timeline

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

USA FINANCIAL FORMULAS held 65,966 JULU 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 65,966 shares
    Change vs previous 13F -3,931 shares

    0.36% of the 13F portfolio, value $1,883,329.

    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 69,897 shares
    Change vs previous 13F -14,420 shares

    0.38% of the 13F portfolio, value $2,076,640.

    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 84,317 shares
    Change vs previous 13F -18,043 shares

    0.43% of the 13F portfolio, value $2,467,115.

    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 102,360 shares
    Change vs previous 13F +102,313 shares

    0.48% of the 13F portfolio, value $2,818,769.

    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 47 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,199.

    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).