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Disclosery

Adams Wealth Management: USHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adams Wealth Management on USHY, newest first. How the timeline and the estimate are built.

Adams Wealth Management held 13,474 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,474 shares
    Change vs previous 13F +1,428 shares

    0.1% of the 13F portfolio, value $498,807.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,046 shares
    Change vs previous 13F +3,421 shares

    0.1% of the 13F portfolio, value $443,775.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,625 shares
    Change vs previous 13F +1,432 shares

    0.07% of the 13F portfolio, value $322,532.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,193 shares
    Change vs previous 13F -1,636 shares

    0.06% of the 13F portfolio, value $271,752.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,829 shares
    Change vs previous 13F -4,496 shares

    0.06% of the 13F portfolio, value $331,176.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,325 shares
    Change vs previous 13F -1,736 shares

    0.1% of the 13F portfolio, value $490,493.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,061 shares
    Change vs previous 13F +2,508 shares

    0.11% of the 13F portfolio, value $554,094.

    13F-HR 0001803084-25-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,553 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $472,620.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).