HOHIMER WEALTH MANAGEMENT, LLC: USHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOHIMER WEALTH MANAGEMENT, LLC on USHY, newest first. How the timeline and the estimate are built.
HOHIMER WEALTH MANAGEMENT, LLC held 194,958 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 194,958 sharesChange vs previous 13F +23,636 shares
0.74% of the 13F portfolio, value $7,217,329.
13F-HR 0001802533-26-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 171,322 sharesChange vs previous 13F +2,040 shares
0.77% of the 13F portfolio, value $6,311,521.
13F-HR 0001802533-26-000003 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 169,282 sharesChange vs previous 13F -75,443 shares
0.85% of the 13F portfolio, value $6,330,313.
13F-HR 0001802533-26-000002 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 244,725 sharesChange vs previous 13F +133,960 shares
1.29% of the 13F portfolio, value $9,245,701.
13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 110,765 sharesChange vs previous 13F -5,035 shares
0.74% of the 13F portfolio, value $4,154,790.
13F-HR 0001802533-25-000007 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 115,800 sharesChange vs previous 13F +2,155 shares
0.83% of the 13F portfolio, value $4,262,595.
13F-HR 0001802533-25-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 113,645 sharesChange vs previous 13F -2,872 shares
0.79% of the 13F portfolio, value $4,181,013.
13F-HR 0001802533-25-000003 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 116,517 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $4,386,875.
13F-HR 0001802533-24-000009 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).