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Disclosery

Family Asset Management, LLC: USHY position timeline

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

Family Asset Management, LLC held 21,450 USHY shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 21,450 shares
    Change vs previous 13F -301 shares

    0.49% of the 13F portfolio, value $807,593.

    13F-HR 0001398344-24-019645 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 21,751 shares
    Change vs previous 13F -1,749 shares

    0.51% of the 13F portfolio, value $789,126.

    13F-HR 0001398344-24-013482 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 23,500 shares
    Change vs previous 13F -2,760 shares

    0.54% of the 13F portfolio, value $859,865.

    13F-HR 0001398344-24-009447 filed by Family Asset 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 ended2023-12-31
    13F 26,260 shares
    Change vs previous 13F -1,500 shares

    0.64% of the 13F portfolio, value $954,551.

    13F-HR 0001398344-24-002198 filed by Family Asset 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 ended2023-09-30
    13F 27,760 shares
    Change vs previous 13F -2,440 shares

    0.71% of the 13F portfolio, value $963,550.

    13F-HR 0001398344-23-020065 filed by Family Asset 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 ended2023-06-30
    13F 30,200 shares
    Change vs previous 13F +1,500 shares

    0.72% of the 13F portfolio, value $1,066,060.

    13F-HR 0001398344-23-013641 filed by Family Asset 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 ended2023-03-31
    13F 28,700 shares
    Change vs previous 13F -12,178 shares

    0.75% of the 13F portfolio, value $1,020,285.

    13F-HR 0001398344-23-008667 filed by Family Asset 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 ended2022-12-31
    13F 40,878 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,411,517.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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