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Disclosery

Clearstead Advisors, LLC: USHY position timeline

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

Clearstead Advisors, LLC held 628,181 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 628,181 shares
    Change vs previous 13F +621,519 shares

    0.22% of the 13F portfolio, value $23,255,244.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 6,662 shares
    Change vs previous 13F -578,410 shares

    <0.01% of the 13F portfolio, value $245,426.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 585,072 shares
    Change vs previous 13F -17,352 shares

    0.28% of the 13F portfolio, value $21,878,772.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 602,424 shares
    Change vs previous 13F -8,229 shares

    0.33% of the 13F portfolio, value $22,759,563.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 610,653 shares
    Change vs previous 13F +600,942 shares

    0.32% of the 13F portfolio, value $22,905,591.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 9,711 shares
    Change vs previous 13F -482,169 shares

    0.01% of the 13F portfolio, value $357,459.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 491,880 shares
    Change vs previous 13F +110,419 shares

    0.28% of the 13F portfolio, value $18,096,276.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 381,461 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $14,361,991.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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