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MISSION WEALTH MANAGEMENT, LP: USHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on USHY, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 51,119 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,119 shares
    Change vs previous 13F +9,678 shares

    0.02% of the 13F portfolio, value $1,892,417.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 41,441 shares
    Change vs previous 13F +2,862 shares

    0.03% of the 13F portfolio, value $1,526,669.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 38,579 shares
    Change vs previous 13F +2,787 shares

    0.03% of the 13F portfolio, value $1,442,654.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 35,792 shares
    Change vs previous 13F -87 shares

    0.03% of the 13F portfolio, value $1,352,214.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 35,879 shares
    Change vs previous 13F +1,626 shares

    0.03% of the 13F portfolio, value $1,345,804.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 34,253 shares
    Change vs previous 13F +5,004 shares

    0.03% of the 13F portfolio, value $1,260,851.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 29,249 shares
    Change vs previous 13F -1,130 shares

    0.03% of the 13F portfolio, value $1,076,054.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 30,379 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,143,753.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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