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USA FINANCIAL FORMULAS: XLF position timeline

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

USA FINANCIAL FORMULAS held 4,501 XLF 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 4,501 shares
    Change vs previous 13F -447 shares

    0.04% of the 13F portfolio, value $222,214.

    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 4,948 shares
    Change vs previous 13F -609 shares

    0.05% of the 13F portfolio, value $271,002.

    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 5,557 shares
    Change vs previous 13F -2,544 shares

    0.05% of the 13F portfolio, value $299,356.

    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 8,101 shares
    Change vs previous 13F +944 shares

    0.07% of the 13F portfolio, value $424,249.

    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 7,157 shares
    Change vs previous 13F -1,473 shares

    0.06% of the 13F portfolio, value $356,490.

    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 8,630 shares
    Change vs previous 13F -1,417 shares

    0.07% of the 13F portfolio, value $417,088.

    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 10,047 shares
    Change vs previous 13F -149 shares

    0.07% of the 13F portfolio, value $455,330.

    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 10,196 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $419,158.

    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).