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IFP Advisors, Inc: USHY position timeline

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

IFP Advisors, Inc held 20,391 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,391 shares
    Change vs previous 13F +4,013 shares

    0.01% of the 13F portfolio, value $754,875.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 16,378 shares
    Change vs previous 13F -5,709 shares

    0.01% of the 13F portfolio, value $603,366.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 22,087 shares
    Change vs previous 13F +10,493 shares

    0.02% of the 13F portfolio, value $825,943.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 11,594 shares
    Change vs previous 13F +496 shares

    0.01% of the 13F portfolio, value $438,021.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 11,098 shares
    Change vs previous 13F -2,431 shares

    0.01% of the 13F portfolio, value $416,286.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 13,529 shares
    Change vs previous 13F +470 shares

    0.02% of the 13F portfolio, value $498,003.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 13,059 shares
    Change vs previous 13F +2,499 shares

    0.02% of the 13F portfolio, value $480,442.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 10,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $397,584.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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