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Barnes Wealth Management Group, Inc: USHY position timeline

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

Barnes Wealth Management Group, Inc held 38,703 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,703 shares
    Change vs previous 13F +10,869 shares

    0.66% of the 13F portfolio, value $1,432,800.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 27,834 shares
    Change vs previous 13F +4,722 shares

    0.52% of the 13F portfolio, value $1,025,407.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    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 23,112 shares
    Change vs previous 13F +70 shares

    0.46% of the 13F portfolio, value $864,280.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    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 23,042 shares
    Change vs previous 13F +1,061 shares

    0.48% of the 13F portfolio, value $870,538.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    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 21,981 shares
    Change vs previous 13F +1,197 shares

    0.49% of the 13F portfolio, value $824,517.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    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 20,784 shares
    Change vs previous 13F +1,822 shares

    0.49% of the 13F portfolio, value $765,060.

    13F-HR 0001172661-25-001833 filed by Barnes Wealth Management Group, Inc
    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 18,962 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $697,611.

    13F-HR 0001172661-25-001641 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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