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Disclosery

AE Wealth Management LLC: USHY position timeline

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

AE Wealth Management LLC held 10,337 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,337 shares
    Change vs previous 13F -2,534 shares

    <0.01% of the 13F portfolio, value $382,666.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 12,871 shares
    Change vs previous 13F +2,735 shares

    <0.01% of the 13F portfolio, value $474,182.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 10,136 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $378,996.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 10,302 shares
    Change vs previous 13F +4,235 shares

    <0.01% of the 13F portfolio, value $389,233.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 6,067 shares
    Change vs previous 13F -683 shares

    <0.01% of the 13F portfolio, value $227,574.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 6,750 shares
    Change vs previous 13F -4,316 shares

    <0.01% of the 13F portfolio, value $248,453.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 11,066 shares
    Change vs previous 13F -438 shares

    <0.01% of the 13F portfolio, value $407,103.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 11,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,142.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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