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Disclosery

Florida Trust Wealth Management Co: USHY position timeline

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

Florida Trust Wealth Management Co held 60,136 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,136 shares
    Change vs previous 13F +23,331 shares

    0.06% of the 13F portfolio, value $2,226,235.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 36,805 shares
    Change vs previous 13F +8,854 shares

    0.04% of the 13F portfolio, value $1,355,896.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 27,951 shares
    Change vs previous 13F +7,798 shares

    0.03% of the 13F portfolio, value $1,045,228.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 20,153 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $761,380.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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