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Leeward Financial Partners, LLC: USHY position timeline

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

Leeward Financial Partners, LLC held 71,441 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 71,441 shares
    Change vs previous 13F +3,217 shares

    0.69% of the 13F portfolio, value $2,644,739.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 68,224 shares
    Change vs previous 13F +85 shares

    0.75% of the 13F portfolio, value $2,513,360.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 68,139 shares
    Change vs previous 13F -889 shares

    0.72% of the 13F portfolio, value $2,548,047.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 69,028 shares
    Change vs previous 13F +9,894 shares

    0.74% of the 13F portfolio, value $2,607,897.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 59,134 shares
    Change vs previous 13F +3,650 shares

    0.7% of the 13F portfolio, value $2,218,099.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 55,484 shares
    Change vs previous 13F +4,053 shares

    0.76% of the 13F portfolio, value $2,042,359.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 51,431 shares
    Change vs previous 13F +2,989 shares

    0.67% of the 13F portfolio, value $1,892,154.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 48,442 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,823,851.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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