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USA FINANCIAL FORMULAS: OCTU position timeline

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

USA FINANCIAL FORMULAS held 68,733 OCTU 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 68,733 shares
    Change vs previous 13F -4,106 shares

    0.36% of the 13F portfolio, value $1,897,416.

    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 72,839 shares
    Change vs previous 13F -14,825 shares

    0.38% of the 13F portfolio, value $2,073,049.

    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 87,664 shares
    Change vs previous 13F -18,279 shares

    0.43% of the 13F portfolio, value $2,453,391.

    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 105,943 shares
    Change vs previous 13F +105,894 shares

    0.47% of the 13F portfolio, value $2,783,229.

    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 49 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,208.

    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).