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USA FINANCIAL FORMULAS: PPL position timeline

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

USA FINANCIAL FORMULAS held 23 PPL 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 23 shares
    Change vs previous 13F -5,613 shares

    <0.01% of the 13F portfolio, value $879.

    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 5,636 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $197,373.

    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).