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Counterpoint Mutual Funds LLC: USHY position timeline

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

Counterpoint Mutual Funds LLC held 3,034,468 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,034,468 shares
    Change vs previous 13F +2,480,227 shares

    11.11% of the 13F portfolio, value $112,336,005.

    13F-HR 0001172661-26-002705 filed by Counterpoint Mutual Funds 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 554,241 shares
    Change vs previous 13F -14,525,170 shares

    3.07% of the 13F portfolio, value $20,418,238.

    13F-HR 0001172661-26-001540 filed by Counterpoint Mutual Funds 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 15,079,411 shares
    Change vs previous 13F +669,527 shares

    41.77% of the 13F portfolio, value $563,894,574.

    13F-HR 0001172661-26-000667 filed by Counterpoint Mutual Funds 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 14,409,884 shares
    Change vs previous 13F +1,221,326 shares

    42.99% of the 13F portfolio, value $544,405,418.

    13F-HR 0001172661-25-004681 filed by Counterpoint Mutual Funds 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 13,188,558 shares
    Change vs previous 13F +7,944,772 shares

    43.77% of the 13F portfolio, value $494,702,811.

    13F-HR 0001172661-25-002581 filed by Counterpoint Mutual Funds 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 5,243,786 shares
    Change vs previous 13F -3,157,217 shares

    27.65% of the 13F portfolio, value $193,023,763.

    13F-HR 0001172661-26-000678 filed by Counterpoint Mutual Funds 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 8,401,003 shares
    Change vs previous 13F +6,179,240 shares

    38.58% of the 13F portfolio, value $309,072,900.

    13F-HR 0001172661-25-000634 filed by Counterpoint Mutual Funds 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 2,221,763 shares
    Change vs previous 13F not available

    15.85% of the 13F portfolio, value $83,649,377.

    13F-HR 0001172661-24-004559 filed by Counterpoint Mutual Funds LLC
    Filed (acceptance time not in the bulk data set), ingested

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