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LeConte Wealth Management, LLC: USHY position timeline

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

LeConte Wealth Management, LLC held 87,800 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,800 shares
    Change vs previous 13F +6,530 shares

    1.77% of the 13F portfolio, value $3,250,356.

    13F-HR 0001172661-26-003153 filed by LeConte Wealth 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 81,270 shares
    Change vs previous 13F +4,841 shares

    1.94% of the 13F portfolio, value $2,993,987.

    13F-HR 0001172661-26-001702 filed by LeConte Wealth 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 76,429 shares
    Change vs previous 13F +12,460 shares

    1.87% of the 13F portfolio, value $2,858,062.

    13F-HR 0001172661-26-000199 filed by LeConte Wealth 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 63,969 shares
    Change vs previous 13F +20,993 shares

    1.61% of the 13F portfolio, value $2,416,749.

    13F-HR 0001172661-25-004305 filed by LeConte Wealth 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 42,976 shares
    Change vs previous 13F +20,056 shares

    1.09% of the 13F portfolio, value $1,612,030.

    13F-HR 0001172661-25-002599 filed by LeConte Wealth 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 22,920 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $843,685.

    13F-HR 0001172661-25-001789 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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