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USA FINANCIAL FORMULAS: VRSK position timeline

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

USA FINANCIAL FORMULAS held 0 VRSK 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 0 shares
    Change vs previous 13F -410 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 410 shares
    Change vs previous 13F -993 shares

    0.02% of the 13F portfolio, value $91,713.

    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 1,403 shares
    Change vs previous 13F -8,090 shares

    0.06% of the 13F portfolio, value $352,869.

    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 9,493 shares
    Change vs previous 13F +4,772 shares

    0.5% of the 13F portfolio, value $2,957,070.

    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 4,721 shares
    Change vs previous 13F +306 shares

    0.23% of the 13F portfolio, value $1,405,064.

    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 4,415 shares
    Change vs previous 13F -571 shares

    0.19% of the 13F portfolio, value $1,216,023.

    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 4,986 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,336,049.

    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).