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Grey Fox Wealth Advisors, LLC: USHY position timeline

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

Grey Fox Wealth Advisors, LLC held 283,961 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,961 shares
    Change vs previous 13F +21,936 shares

    1.65% of the 13F portfolio, value $10,512,255.

    13F-HR 0001965362-26-000006 filed by Grey Fox Wealth Advisors, 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 262,025 shares
    Change vs previous 13F +72,077 shares

    1.86% of the 13F portfolio, value $9,652,989.

    13F-HR 0001965362-26-000004 filed by Grey Fox Wealth Advisors, 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 189,948 shares
    Change vs previous 13F +12,602 shares

    1.45% of the 13F portfolio, value $7,103,109.

    13F-HR 0001965362-26-000002 filed by Grey Fox Wealth Advisors, 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 177,346 shares
    Change vs previous 13F +9,553 shares

    1.37% of the 13F portfolio, value $6,700,011.

    13F-HR 0001965362-25-000011 filed by Grey Fox Wealth Advisors, 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 167,793 shares
    Change vs previous 13F +5,382 shares

    1.5% of the 13F portfolio, value $6,293,904.

    13F-HR 0001965362-25-000006 filed by Grey Fox Wealth Advisors, 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 162,411 shares
    Change vs previous 13F +10,061 shares

    1.59% of the 13F portfolio, value $5,978,335.

    13F-HR 0001965362-25-000004 filed by Grey Fox Wealth Advisors, 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 152,350 shares
    Change vs previous 13F +8,530 shares

    1.54% of the 13F portfolio, value $5,604,957.

    13F-HR 0001965362-25-000002 filed by Grey Fox Wealth Advisors, 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 143,820 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $5,414,823.

    13F-HR 0001965362-24-000008 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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