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Sage Advisory Services, Ltd.Co.: USHY position timeline

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

Sage Advisory Services, Ltd.Co. held 87,070 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,070 shares
    Change vs previous 13F -60,120 shares

    1.59% of the 13F portfolio, value $3,223,000.

    13F-HR 0001214659-26-008799 filed by Sage Advisory Services, Ltd.Co.
    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 147,190 shares
    Change vs previous 13F -81,919 shares

    2.97% of the 13F portfolio, value $5,422,000.

    13F-HR 0001214659-26-005700 filed by Sage Advisory Services, Ltd.Co.
    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 229,109 shares
    Change vs previous 13F -15,878 shares

    4.67% of the 13F portfolio, value $8,568,000.

    13F-HR 0001214659-26-000904 filed by Sage Advisory Services, Ltd.Co.
    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 244,987 shares
    Change vs previous 13F +6,532 shares

    4.85% of the 13F portfolio, value $9,256,000.

    13F-HR 0001214659-25-016009 filed by Sage Advisory Services, Ltd.Co.
    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 238,455 shares
    Change vs previous 13F +24,041 shares

    4.87% of the 13F portfolio, value $8,944,000.

    13F-HR 0001214659-25-011586 filed by Sage Advisory Services, Ltd.Co.
    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 214,414 shares
    Change vs previous 13F -1,555 shares

    4.64% of the 13F portfolio, value $7,893,000.

    13F-HR 0001214659-25-007006 filed by Sage Advisory Services, Ltd.Co.
    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 215,969 shares
    Change vs previous 13F -86,130 shares

    4.71% of the 13F portfolio, value $7,945,000.

    13F-HR 0001214659-25-001949 filed by Sage Advisory Services, Ltd.Co.
    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 302,099 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $10,960,000.

    13F-HR 0001214659-24-018336 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

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