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Disclosery

Marcum Wealth, LLC: USHY position timeline

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

Marcum Wealth, LLC held 48,138 USHY shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 48,138 shares
    Change vs previous 13F +2,509 shares

    0.15% of the 13F portfolio, value $1,771,960.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 45,629 shares
    Change vs previous 13F -12,890 shares

    0.15% of the 13F portfolio, value $1,678,691.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 58,519 shares
    Change vs previous 13F +16,235 shares

    0.2% of the 13F portfolio, value $2,203,241.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 42,284 shares
    Change vs previous 13F +1,410 shares

    0.15% of the 13F portfolio, value $1,534,079.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 40,874 shares
    Change vs previous 13F -3,001 shares

    0.15% of the 13F portfolio, value $1,495,594.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 43,875 shares
    Change vs previous 13F -11,433 shares

    0.17% of the 13F portfolio, value $1,594,868.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 55,308 shares
    Change vs previous 13F +1,968 shares

    0.23% of the 13F portfolio, value $1,919,750.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 53,340 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,882,902.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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