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Disclosery

Ellevest, Inc.: USHY position timeline

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

Ellevest, Inc. held 143,979 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,979 shares
    Change vs previous 13F +9,777 shares

    0.63% of the 13F portfolio, value $5,326,794.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 134,202 shares
    Change vs previous 13F +3,847 shares

    0.69% of the 13F portfolio, value $4,943,998.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 130,355 shares
    Change vs previous 13F +10,765 shares

    0.67% of the 13F portfolio, value $4,874,640.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 119,590 shares
    Change vs previous 13F +5,397 shares

    0.65% of the 13F portfolio, value $4,518,117.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 114,193 shares
    Change vs previous 13F -8,233 shares

    0.68% of the 13F portfolio, value $4,283,393.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 122,426 shares
    Change vs previous 13F -2,212 shares

    0.3% of the 13F portfolio, value $4,506,515.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    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 124,638 shares
    Change vs previous 13F +7,430 shares

    0.26% of the 13F portfolio, value $4,585,437.

    13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
    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 117,208 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,412,890.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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