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Disclosery

Chesapeake Wealth Management: USHY position timeline

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

Chesapeake Wealth Management held 148,097 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,097 shares
    Change vs previous 13F +3,529 shares

    1.54% of the 13F portfolio, value $5,482,550.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    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 144,568 shares
    Change vs previous 13F +3,835 shares

    1.64% of the 13F portfolio, value $5,325,884.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    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 140,733 shares
    Change vs previous 13F +7,101 shares

    1.57% of the 13F portfolio, value $5,262,710.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    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 133,632 shares
    Change vs previous 13F +5,302 shares

    1.54% of the 13F portfolio, value $5,048,616.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    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 128,330 shares
    Change vs previous 13F +1,463 shares

    1.61% of the 13F portfolio, value $4,813,657.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    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 126,867 shares
    Change vs previous 13F +534 shares

    1.67% of the 13F portfolio, value $4,669,973.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    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 126,333 shares
    Change vs previous 13F +1,522 shares

    1.59% of the 13F portfolio, value $4,647,790.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    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 124,811 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,699,133.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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