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Disclosery

MAI Capital Management: USHY position timeline

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

MAI Capital Management held 14,192 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,192 shares
    Change vs previous 13F +2,504 shares

    <0.01% of the 13F portfolio, value $525,376.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 11,688 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $430,600.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 11,888 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $444,552.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 12,022 shares
    Change vs previous 13F +871 shares

    <0.01% of the 13F portfolio, value $454,200.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 11,151 shares
    Change vs previous 13F -1,149 shares

    <0.01% of the 13F portfolio, value $418,269.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 12,300 shares
    Change vs previous 13F -1,115 shares

    <0.01% of the 13F portfolio, value $452,767.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 13,415 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $493,540.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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