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Peak Planning Group, LLC: USHY position timeline

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

Peak Planning Group, LLC held 83,765 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,765 shares
    Change vs previous 13F +6,517 shares

    0.7% of the 13F portfolio, value $3,100,966.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 77,248 shares
    Change vs previous 13F +22,284 shares

    0.79% of the 13F portfolio, value $2,845,830.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 54,964 shares
    Change vs previous 13F +20,405 shares

    0.58% of the 13F portfolio, value $2,055,389.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 34,559 shares
    Change vs previous 13F +17,800 shares

    0.68% of the 13F portfolio, value $1,305,636.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 16,759 shares
    Change vs previous 13F +5,197 shares

    0.4% of the 13F portfolio, value $628,641.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, 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 11,562 shares
    Change vs previous 13F +1,850 shares

    0.18% of the 13F portfolio, value $425,581.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, 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 9,712 shares
    Change vs previous 13F +1,055 shares

    0.15% of the 13F portfolio, value $357,300.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, 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 8,657 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $325,937.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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