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Capital Asset Advisory Services LLC: USHY position timeline

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

Capital Asset Advisory Services LLC held 1,051,627 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,051,627 shares
    Change vs previous 13F +27,018 shares

    1.41% of the 13F portfolio, value $38,931,219.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 1,024,609 shares
    Change vs previous 13F +6,324 shares

    1.47% of the 13F portfolio, value $38,207,678.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 1,018,285 shares
    Change vs previous 13F +111,245 shares

    1.54% of the 13F portfolio, value $38,226,403.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 907,040 shares
    Change vs previous 13F +27,307 shares

    1.48% of the 13F portfolio, value $34,267,964.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 879,733 shares
    Change vs previous 13F -6,727 shares

    1.53% of the 13F portfolio, value $32,796,463.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 886,460 shares
    Change vs previous 13F -26,797 shares

    1.66% of the 13F portfolio, value $32,568,525.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 913,257 shares
    Change vs previous 13F +8,799 shares

    1.66% of the 13F portfolio, value $33,753,971.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 904,458 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $33,691,066.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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