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Arkadios Wealth Advisors: USHY position timeline

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

Arkadios Wealth Advisors held 24,765 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 24,765 shares
    Change vs previous 13F +14,343 shares

    0.01% of the 13F portfolio, value $916,813.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 10,422 shares
    Change vs previous 13F -13,739 shares

    0.01% of the 13F portfolio, value $383,969.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 24,161 shares
    Change vs previous 13F -934 shares

    0.02% of the 13F portfolio, value $903,495.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 25,095 shares
    Change vs previous 13F -1,529 shares

    0.02% of the 13F portfolio, value $948,082.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 26,624 shares
    Change vs previous 13F +14,960 shares

    0.03% of the 13F portfolio, value $998,641.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 11,664 shares
    Change vs previous 13F -10,474 shares

    0.02% of the 13F portfolio, value $429,366.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 22,138 shares
    Change vs previous 13F +3,028 shares

    0.04% of the 13F portfolio, value $814,469.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 19,110 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $719,506.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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