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Disclosery

Portfolio Strategies, Inc.: USHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Strategies, Inc. on USHY, newest first. How the timeline and the estimate are built.

Portfolio Strategies, Inc. held 24,962 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,962 shares
    Change vs previous 13F +423 shares

    0.09% of the 13F portfolio, value $924,088.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
    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 24,539 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $904,017.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, Inc.
    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 24,538 shares
    Change vs previous 13F +5,501 shares

    0.11% of the 13F portfolio, value $917,616.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
    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 19,037 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $719,232.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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