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Independent Advisor Alliance: USHY position timeline

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

Independent Advisor Alliance held 45,024 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,024 shares
    Change vs previous 13F -76,257 shares

    0.04% of the 13F portfolio, value $1,666,788.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 121,281 shares
    Change vs previous 13F +86,619 shares

    0.05% of the 13F portfolio, value $4,467,971.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 34,662 shares
    Change vs previous 13F +18,688 shares

    0.03% of the 13F portfolio, value $1,296,186.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 15,974 shares
    Change vs previous 13F +6,286 shares

    0.02% of the 13F portfolio, value $603,498.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 9,688 shares
    Change vs previous 13F -2,936 shares

    0.01% of the 13F portfolio, value $363,397.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 12,624 shares
    Change vs previous 13F -5,683 shares

    0.02% of the 13F portfolio, value $464,689.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 18,307 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $673,503.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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