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Disclosery

Geometric Wealth Advisors: USHY position timeline

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

Geometric Wealth Advisors held 9,751 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,751 shares
    Change vs previous 13F +167 shares

    0.04% of the 13F portfolio, value $361,000.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    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 9,584 shares
    Change vs previous 13F +107 shares

    0.04% of the 13F portfolio, value $353,068.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    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 9,477 shares
    Change vs previous 13F +213 shares

    0.05% of the 13F portfolio, value $354,403.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    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 9,264 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $349,994.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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