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USA FINANCIAL FORMULAS: SIXO position timeline

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

USA FINANCIAL FORMULAS held 110,556 SIXO 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 110,556 shares
    Change vs previous 13F -6,407 shares

    0.7% of the 13F portfolio, value $3,734,582.

    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 116,963 shares
    Change vs previous 13F -20,670 shares

    0.74% of the 13F portfolio, value $4,062,125.

    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 137,633 shares
    Change vs previous 13F -27,790 shares

    0.82% of the 13F portfolio, value $4,665,896.

    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 165,423 shares
    Change vs previous 13F +165,346 shares

    0.93% of the 13F portfolio, value $5,477,156.

    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 77 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,432.

    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).