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NEW WAVE WEALTH ADVISORS LLC: USHY position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 67,631 USHY shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 67,631 shares
    Change vs previous 13F -3,210 shares

    0.68% of the 13F portfolio, value $2,503,691.

    13F-HR/A 0002035324-26-000004 filed by NEW WAVE WEALTH ADVISORS 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 70,841 shares
    Change vs previous 13F -6,528 shares

    0.91% of the 13F portfolio, value $2,609,778.

    13F-HR 0002035324-26-000002 filed by NEW WAVE WEALTH ADVISORS 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 77,369 shares
    Change vs previous 13F +889 shares

    1.06% of the 13F portfolio, value $2,893,219.

    13F-HR 0002035324-26-000001 filed by NEW WAVE WEALTH ADVISORS 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/A 76,480 shares
    Change vs previous 13F +2,161 shares

    1.13% of the 13F portfolio, value $2,889,415.

    13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS 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 74,319 shares
    Change vs previous 13F -254 shares

    1.18% of the 13F portfolio, value $2,787,706.

    13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS 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 74,573 shares
    Change vs previous 13F +19,318 shares

    1.23% of the 13F portfolio, value $2,745,032.

    13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH ADVISORS 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 55,255 shares
    Change vs previous 13F +2,309 shares

    0.83% of the 13F portfolio, value $2,032,831.

    13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS 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 52,946 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,993,417.

    13F-HR 0002035324-24-000004 filed by NEW WAVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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