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Disclosery

Copeland Capital Management, LLC: USPH position timeline

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

Copeland Capital Management, LLC held 940,528 USPH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

no 13D/G or Form 3/4/5 step is dated after the latest 13F period 2026-09-30

  1. event date2026-09-30
    13G 940,528 shares
    Share basis changed not comparable

    6.3% of the class. Different basis (group aggregate from 13G).

    13G 0001580642-26-006855 filed by Copeland Capital Management, LLC
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-09-30
    13F 940,528 shares
    Change vs previous 13F +98,984 shares

    1.86% of the 13F portfolio, value $80,631,591.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  3. period ended2026-06-30
    13F 841,544 shares
    Change vs previous 13F +4,713 shares

    1.19% of the 13F portfolio, value $57,797,252.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2026-03-31
    13F 836,831 shares
    Change vs previous 13F +50,717 shares

    1.39% of the 13F portfolio, value $62,728,945.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-12-31
    13F 786,114 shares
    Change vs previous 13F -57,867 shares

    1.37% of the 13F portfolio, value $61,387,729.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-09-30
    13F 843,981 shares
    Change vs previous 13F -44,754 shares

    1.49% of the 13F portfolio, value $71,696,293.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-06-30
    13F 888,735 shares
    Change vs previous 13F +72,463 shares

    1.43% of the 13F portfolio, value $69,499,173.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2025-03-31
    13F 816,272 shares
    Change vs previous 13F -23,084 shares

    1.18% of the 13F portfolio, value $59,065,563.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  9. period ended2024-12-31
    13F 839,356 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $74,459,357.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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