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High Net Worth Advisory Group LLC: USHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on USHY, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 48,312 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 48,312 shares
    Change vs previous 13F +782 shares

    0.38% of the 13F portfolio, value $1,788,510.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 47,530 shares
    Change vs previous 13F +585 shares

    0.41% of the 13F portfolio, value $1,751,005.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 46,945 shares
    Change vs previous 13F +2,895 shares

    0.4% of the 13F portfolio, value $1,755,508.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 44,050 shares
    Change vs previous 13F -320 shares

    0.4% of the 13F portfolio, value $1,664,209.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 44,370 shares
    Change vs previous 13F -1,200 shares

    0.44% of the 13F portfolio, value $1,664,317.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 45,570 shares
    Change vs previous 13F +1,168 shares

    0.47% of the 13F portfolio, value $1,677,432.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 44,402 shares
    Change vs previous 13F -480 shares

    0.46% of the 13F portfolio, value $1,633,553.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 44,882 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,689,810.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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