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Disclosery

REBALANCE, LLC: USHY position timeline

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

REBALANCE, LLC held 1,907,564 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,907,564 shares
    Change vs previous 13F +169,330 shares

    3.7% of the 13F portfolio, value $70,618,009.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 1,738,234 shares
    Change vs previous 13F +57,780 shares

    3.72% of the 13F portfolio, value $64,036,534.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 1,680,454 shares
    Change vs previous 13F -105,716 shares

    3.67% of the 13F portfolio, value $62,840,563.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 1,786,170 shares
    Change vs previous 13F +74,906 shares

    4.07% of the 13F portfolio, value $67,481,485.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 1,711,264 shares
    Change vs previous 13F +12,435 shares

    4.36% of the 13F portfolio, value $64,189,508.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 1,698,829 shares
    Change vs previous 13F +48,792 shares

    4.6% of the 13F portfolio, value $62,533,893.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 1,650,037 shares
    Change vs previous 13F +42,934 shares

    4.54% of the 13F portfolio, value $60,704,850.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 1,607,103 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $60,507,429.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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