Skip to content

RFG Advisory, LLC: USHY position timeline

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

RFG Advisory, LLC held 16,660 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,660 shares
    Change vs previous 13F +5,618 shares

    0.01% of the 13F portfolio, value $616,747.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 11,042 shares
    Change vs previous 13F -7,531 shares

    0.01% of the 13F portfolio, value $406,792.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 18,573 shares
    Change vs previous 13F +1,511 shares

    0.01% of the 13F portfolio, value $694,544.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 17,062 shares
    Change vs previous 13F +1,272 shares

    0.01% of the 13F portfolio, value $644,613.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 15,790 shares
    Change vs previous 13F +4,458 shares

    0.01% of the 13F portfolio, value $592,281.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 11,332 shares
    Change vs previous 13F -4,408 shares

    0.01% of the 13F portfolio, value $417,115.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 15,740 shares
    Change vs previous 13F +3,451 shares

    0.02% of the 13F portfolio, value $579,093.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 12,289 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $462,678.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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