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Joel Adams & Associates, Inc.: USHY position timeline

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

Joel Adams & Associates, Inc. held 60,476 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,476 shares
    Change vs previous 13F +2,404 shares

    1.44% of the 13F portfolio, value $2,238,833.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, 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 58,072 shares
    Change vs previous 13F +3,079 shares

    1.59% of the 13F portfolio, value $2,139,389.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, 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 54,993 shares
    Change vs previous 13F +7,645 shares

    1.55% of the 13F portfolio, value $2,056,459.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, 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 47,348 shares
    Change vs previous 13F +3,441 shares

    1.44% of the 13F portfolio, value $1,788,790.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, 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 43,907 shares
    Change vs previous 13F +2,267 shares

    1.46% of the 13F portfolio, value $1,646,966.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, 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 41,640 shares
    Change vs previous 13F +3,692 shares

    1.38% of the 13F portfolio, value $1,532,754.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, 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 37,948 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,396,115.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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