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Litman Gregory Wealth Management LLC: USHY position timeline

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

Litman Gregory Wealth Management LLC held 33,043 USHY shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 33,043 shares
    Change vs previous 13F -156 shares

    0.09% of the 13F portfolio, value $1,235,658.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 33,199 shares
    Change vs previous 13F +1,009 shares

    0.09% of the 13F portfolio, value $1,254,273.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 32,190 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $1,207,462.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 32,177 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $1,184,450.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 32,169 shares
    Change vs previous 13F -1,811 shares

    0.1% of the 13F portfolio, value $1,183,512.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 33,980 shares
    Change vs previous 13F -1,333 shares

    0.11% of the 13F portfolio, value $1,279,362.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth 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 ended2024-06-30
    13F 35,313 shares
    Change vs previous 13F +67 shares

    0.11% of the 13F portfolio, value $1,281,170.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth 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 ended2024-03-31
    13F 35,246 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,289,666.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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