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Disclosery

Roberts Financial Services LLC: USHY position timeline

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

Roberts Financial Services LLC held 997,955 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 997,955 shares
    Change vs previous 13F +22,686 shares

    10.82% of the 13F portfolio, value $36,944,298.

    13F-HR 0001951757-26-001124 filed by Roberts Financial Services 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 975,269 shares
    Change vs previous 13F -180,780 shares

    11.43% of the 13F portfolio, value $35,928,920.

    13F-HR 0001951757-26-000617 filed by Roberts Financial Services 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 1,156,049 shares
    Change vs previous 13F +42,737 shares

    13.57% of the 13F portfolio, value $43,230,442.

    13F-HR 0001951757-26-000284 filed by Roberts Financial Services 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 1,113,312 shares
    Change vs previous 13F +51,372 shares

    13.58% of the 13F portfolio, value $42,060,939.

    13F-HR 0001951757-25-001217 filed by Roberts Financial Services 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 1,061,940 shares
    Change vs previous 13F -735,017 shares

    13.74% of the 13F portfolio, value $39,833,372.

    13F-HR 0001951757-25-001054 filed by Roberts Financial Services 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 1,796,957 shares
    Change vs previous 13F -15,813 shares

    12.85% of the 13F portfolio, value $66,145,973.

    13F-HR 0001951757-25-000391 filed by Roberts Financial Services 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 1,812,770 shares
    Change vs previous 13F +58,693 shares

    12.58% of the 13F portfolio, value $66,691,814.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 1,754,077 shares
    Change vs previous 13F not available

    12.36% of the 13F portfolio, value $66,041,011.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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