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Disclosery

USA FINANCIAL FORMULAS: WM position timeline

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

USA FINANCIAL FORMULAS held 343 WM 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 343 shares
    Change vs previous 13F -920 shares

    0.01% of the 13F portfolio, value $78,818.

    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 1,263 shares
    Change vs previous 13F -111 shares

    0.05% of the 13F portfolio, value $277,494.

    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 1,374 shares
    Change vs previous 13F -4,599 shares

    0.05% of the 13F portfolio, value $303,420.

    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 5,973 shares
    Change vs previous 13F +4,679 shares

    0.23% of the 13F portfolio, value $1,366,742.

    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 1,294 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $299,574.

    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 1,174 shares
    Change vs previous 13F -1,071 shares

    0.04% of the 13F portfolio, value $236,901.

    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 2,245 shares
    Change vs previous 13F -5,467 shares

    0.07% of the 13F portfolio, value $466,062.

    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 7,712 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,645,278.

    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).