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FORTE ASSET MANAGEMENT LLC: USHY position timeline

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

FORTE ASSET MANAGEMENT LLC held 137,157 USHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 137,157 shares
    Change vs previous 13F +416 shares

    1.98% of the 13F portfolio, value $4,899,258.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 136,741 shares
    Change vs previous 13F +1,629 shares

    2.07% of the 13F portfolio, value $5,062,163.

    13F-HR 0001927129-26-000003 filed by FORTE 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 ended2026-03-31
    13F 135,112 shares
    Change vs previous 13F -32,977 shares

    2.18% of the 13F portfolio, value $4,977,513.

    13F-HR 0001927129-26-000002 filed by FORTE 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 ended2025-12-31
    13F 168,089 shares
    Change vs previous 13F +2,461 shares

    2.85% of the 13F portfolio, value $6,285,697.

    13F-HR 0001927129-26-000001 filed by FORTE 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 ended2025-09-30
    13F 165,628 shares
    Change vs previous 13F +1,225 shares

    3.01% of the 13F portfolio, value $6,257,415.

    13F-HR 0001927129-25-000005 filed by FORTE 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 ended2025-06-30
    13F 164,403 shares
    Change vs previous 13F -4,909 shares

    3.14% of the 13F portfolio, value $6,166,742.

    13F-HR 0001927129-25-000004 filed by FORTE 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 ended2025-03-31
    13F 169,312 shares
    Change vs previous 13F -2,641 shares

    3.14% of the 13F portfolio, value $6,232,393.

    13F-HR 0001927129-25-000002 filed by FORTE 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 ended2024-12-31
    13F 171,953 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $6,326,165.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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