Downshift Financial, LLC USL β€” UNITED STS 12 MONTH OIL FD L

Ownership history in Downshift Financial, LLC  Β·  1 quarter on record

AI Ownership Summary

Downshift Financial, LLC reported UNITED STS 12 MONTH OIL FD L (USL) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows USL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Downshift Financial, LLC's position in UNITED STS 12 MONTH OIL FD L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

USL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Downshift Financial, LLC held USL β€” position size vs. price
% of Fund (quarterly)    USL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 400 β€” β€” 0.01% $18K 2026-08-13 $50.29

FAQ About Downshift Financial, LLC and USL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Downshift Financial, LLC reported owning USL?

Downshift Financial, LLC reported USL across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported USL position in Downshift Financial, LLC's portfolio?

The largest reported portfolio weight for USL was 0.01% in 2026 Q2.

What is the latest reported USL position on this page?

The most recent filing on this page is 2026 Q2, when Downshift Financial, LLC reported 400 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this USL ownership page compare?

The chart compares Downshift Financial, LLC's quarterly USL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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