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USA FINANCIAL FORMULAS: SPY position timeline

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

USA FINANCIAL FORMULAS held 13 SPY 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 13 shares
    Change vs previous 13F -94,583 shares

    <0.01% of the 13F portfolio, value $8,454.

    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 94,596 shares
    Change vs previous 13F -2,564 shares

    11.74% of the 13F portfolio, value $64,506,904.

    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 97,160 shares
    Change vs previous 13F -11,436 shares

    11.4% of the 13F portfolio, value $64,726,049.

    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 108,596 shares
    Change vs previous 13F -113,341 shares

    11.45% of the 13F portfolio, value $67,096,039.

    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 221,937 shares
    Change vs previous 13F +83,894 shares

    20.5% of the 13F portfolio, value $124,149,338.

    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 138,043 shares
    Change vs previous 13F -2,729 shares

    12.71% of the 13F portfolio, value $80,904,241.

    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 140,772 shares
    Change vs previous 13F +549 shares

    12.56% of the 13F portfolio, value $80,769,343.

    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 140,223 shares
    Change vs previous 13F not available

    12.37% of the 13F portfolio, value $76,312,161.

    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).