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Disclosery

Heritage Family Offices, LLP: USHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on USHY, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 111,311 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,311 shares
    Change vs previous 13F -56,261 shares

    1.59% of the 13F portfolio, value $4,120,755.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 167,572 shares
    Change vs previous 13F -70,188 shares

    2.74% of the 13F portfolio, value $6,173,363.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 237,760 shares
    Change vs previous 13F +1,720 shares

    4.04% of the 13F portfolio, value $8,891,036.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 236,040 shares
    Change vs previous 13F -15,427 shares

    4.15% of the 13F portfolio, value $8,917,589.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 251,467 shares
    Change vs previous 13F +43 shares

    4.68% of the 13F portfolio, value $9,246,446.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 251,424 shares
    Change vs previous 13F -5,531 shares

    4.73% of the 13F portfolio, value $9,254,918.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 256,955 shares
    Change vs previous 13F +13,981 shares

    4.72% of the 13F portfolio, value $9,453,370.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 242,974 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $9,147,959.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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