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Financial & Tax Architects, LLC: USHY position timeline

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

Financial & Tax Architects, LLC held 115,423 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,423 shares
    Change vs previous 13F +11,533 shares

    0.9% of the 13F portfolio, value $4,272,971.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 103,890 shares
    Change vs previous 13F +8,489 shares

    0.85% of the 13F portfolio, value $3,827,301.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 95,401 shares
    Change vs previous 13F +2,801 shares

    0.8% of the 13F portfolio, value $3,567,532.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 92,600 shares
    Change vs previous 13F +75 shares

    0.77% of the 13F portfolio, value $3,498,431.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 92,525 shares
    Change vs previous 13F -3,120 shares

    0.84% of the 13F portfolio, value $3,470,630.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 95,645 shares
    Change vs previous 13F +4,006 shares

    0.88% of the 13F portfolio, value $3,520,685.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 91,639 shares
    Change vs previous 13F +5,616 shares

    0.86% of the 13F portfolio, value $3,371,386.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 86,023 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,238,752.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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