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Disclosery

Horizon Investments, LLC: USHY position timeline

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

Horizon Investments, LLC held 151,744 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,744 shares
    Change vs previous 13F -257,666 shares

    0.06% of the 13F portfolio, value $5,553,830.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 409,410 shares
    Change vs previous 13F +283,062 shares

    0.17% of the 13F portfolio, value $14,906,618.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 126,348 shares
    Change vs previous 13F +8,865 shares

    0.06% of the 13F portfolio, value $4,725,415.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 117,483 shares
    Change vs previous 13F -46,434 shares

    0.06% of the 13F portfolio, value $4,387,990.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 163,917 shares
    Change vs previous 13F +71,883 shares

    0.1% of the 13F portfolio, value $6,079,681.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 92,034 shares
    Change vs previous 13F -63,645 shares

    0.1% of the 13F portfolio, value $3,350,037.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 155,679 shares
    Change vs previous 13F -10,741 shares

    0.16% of the 13F portfolio, value $5,694,738.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 166,420 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,195,816.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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