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Disclosery

Kathmere Capital Management, LLC: USHY position timeline

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

Kathmere Capital Management, LLC held 115,486 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,486 shares
    Change vs previous 13F +44,392 shares

    0.23% of the 13F portfolio, value $4,275,301.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 71,094 shares
    Change vs previous 13F +8,592 shares

    0.16% of the 13F portfolio, value $2,619,112.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 62,502 shares
    Change vs previous 13F -100,385 shares

    0.16% of the 13F portfolio, value $2,337,245.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 162,887 shares
    Change vs previous 13F +79,958 shares

    0.44% of the 13F portfolio, value $6,153,874.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 82,929 shares
    Change vs previous 13F +1,600 shares

    0.24% of the 13F portfolio, value $3,110,657.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 81,329 shares
    Change vs previous 13F +5,952 shares

    0.25% of the 13F portfolio, value $2,993,737.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 75,377 shares
    Change vs previous 13F -271 shares

    0.25% of the 13F portfolio, value $2,773,120.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 75,648 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,848,155.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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