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Financial Advocates Investment Management: USHY position timeline

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

Financial Advocates Investment Management held 17,255 USHY shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,255 shares
    Change vs previous 13F -1,392 shares

    0.37% of the 13F portfolio, value $651,895.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 18,647 shares
    Change vs previous 13F -299 shares

    0.06% of the 13F portfolio, value $699,452.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 18,946 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $697,404.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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