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Disclosery

Occidental Asset Management, LLC: USHY position timeline

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

Occidental Asset Management, LLC held 11,767 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,767 shares
    Change vs previous 13F -2,329 shares

    0.04% of the 13F portfolio, value $435,614.

    13F-HR 0001214659-26-009760 filed by Occidental Asset 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 ended2026-03-31
    13F 14,096 shares
    Change vs previous 13F -465 shares

    0.06% of the 13F portfolio, value $519,313.

    13F-HR 0001214659-26-004706 filed by Occidental Asset 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 ended2025-12-31
    13F 14,561 shares
    Change vs previous 13F -5,409 shares

    0.07% of the 13F portfolio, value $544,502.

    13F-HR 0001214659-26-000248 filed by Occidental Asset 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 ended2025-09-30
    13F 19,970 shares
    Change vs previous 13F -2,969 shares

    0.09% of the 13F portfolio, value $754,467.

    13F-HR 0001214659-25-015461 filed by Occidental Asset 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 ended2025-06-30
    13F 22,939 shares
    Change vs previous 13F +11,479 shares

    0.12% of the 13F portfolio, value $860,442.

    13F-HR 0001214659-25-010386 filed by Occidental Asset 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 ended2025-03-31
    13F 11,460 shares
    Change vs previous 13F -15,360 shares

    0.06% of the 13F portfolio, value $421,843.

    13F-HR 0001214659-25-007758 filed by Occidental Asset 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 ended2024-12-31
    13F 26,820 shares
    Change vs previous 13F +17,470 shares

    0.15% of the 13F portfolio, value $986,708.

    13F-HR 0001214659-25-000577 filed by Occidental Asset 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 ended2024-09-30
    13F 9,350 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $352,028.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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