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Disclosery

Gibbs Wealth Management: USHY position timeline

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

Gibbs Wealth Management held 112,738 USHY shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 112,738 shares
    Change vs previous 13F +39,403 shares

    0.55% of the 13F portfolio, value $4,153,267.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 73,335 shares
    Change vs previous 13F -6,781 shares

    0.67% of the 13F portfolio, value $2,756,289.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 80,116 shares
    Change vs previous 13F -16,988 shares

    0.68% of the 13F portfolio, value $3,026,777.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 97,104 shares
    Change vs previous 13F +3,782 shares

    0.7% of the 13F portfolio, value $3,642,310.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 93,322 shares
    Change vs previous 13F +4,944 shares

    0.83% of the 13F portfolio, value $3,435,187.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 88,378 shares
    Change vs previous 13F +13,445 shares

    0.88% of the 13F portfolio, value $3,251,427.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 74,933 shares
    Change vs previous 13F +7,320 shares

    0.91% of the 13F portfolio, value $2,821,227.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 67,613 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,453,000.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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