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Baker Avenue Asset Management, LP: USHY position timeline

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

Baker Avenue Asset Management, LP held 659,551 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 659,551 shares
    Change vs previous 13F +30,129 shares

    0.46% of the 13F portfolio, value $24,416,585.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 629,422 shares
    Change vs previous 13F +16,099 shares

    0.53% of the 13F portfolio, value $23,187,921.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 613,323 shares
    Change vs previous 13F +34,885 shares

    0.53% of the 13F portfolio, value $22,935,223.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 578,438 shares
    Change vs previous 13F +14,363 shares

    0.52% of the 13F portfolio, value $21,853,383.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 564,075 shares
    Change vs previous 13F +13,032 shares

    0.6% of the 13F portfolio, value $21,158,447.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 551,043 shares
    Change vs previous 13F +10,699 shares

    0.64% of the 13F portfolio, value $20,283,902.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 540,344 shares
    Change vs previous 13F +23,966 shares

    0.61% of the 13F portfolio, value $19,879,271.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 516,378 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $19,441,635.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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