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USA FINANCIAL FORMULAS: QQQ position timeline

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

USA FINANCIAL FORMULAS held 6,655 QQQ 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 6,655 shares
    Change vs previous 13F -99,541 shares

    0.72% of the 13F portfolio, value $3,841,133.

    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 106,196 shares
    Change vs previous 13F -2,521 shares

    11.87% of the 13F portfolio, value $65,237,265.

    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 108,717 shares
    Change vs previous 13F -5,911 shares

    11.5% of the 13F portfolio, value $65,270,425.

    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 114,628 shares
    Change vs previous 13F +103,719 shares

    10.79% of the 13F portfolio, value $63,233,390.

    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 10,909 shares
    Change vs previous 13F +8,943 shares

    0.84% of the 13F portfolio, value $5,115,448.

    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 1,966 shares
    Change vs previous 13F -161,189 shares

    0.16% of the 13F portfolio, value $1,005,078.

    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 163,155 shares
    Change vs previous 13F -4,514 shares

    12.38% of the 13F portfolio, value $79,631,061.

    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 167,669 shares
    Change vs previous 13F not available

    13.03% of the 13F portfolio, value $80,331,895.

    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).