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Disclosery

Petros Family Wealth, LLC: USHY position timeline

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

Petros Family Wealth, LLC held 5,451 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,451 shares
    Change vs previous 13F -1,277 shares

    0.12% of the 13F portfolio, value $201,796.

    13F-HR 0002004963-26-000003 filed by Petros Family 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 ended2026-03-31
    13F 6,728 shares
    Change vs previous 13F -507 shares

    0.18% of the 13F portfolio, value $247,860.

    13F-HR 0002004963-26-000002 filed by Petros Family 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 ended2025-12-31
    13F 7,235 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $270,553.

    13F-HR 0002004963-26-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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