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Disclosery

Sigma Planning Corp: USHY position timeline

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

Sigma Planning Corp held 200,610 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,610 shares
    Change vs previous 13F +4,737 shares

    0.19% of the 13F portfolio, value $7,426,581.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 195,873 shares
    Change vs previous 13F +3,381 shares

    0.2% of the 13F portfolio, value $7,215,979.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 192,492 shares
    Change vs previous 13F +9,956 shares

    0.2% of the 13F portfolio, value $7,198,229.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 182,536 shares
    Change vs previous 13F +17,481 shares

    0.2% of the 13F portfolio, value $6,896,226.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 165,055 shares
    Change vs previous 13F -2,194 shares

    0.19% of the 13F portfolio, value $6,191,220.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 167,249 shares
    Change vs previous 13F +3,276 shares

    0.2% of the 13F portfolio, value $6,156,441.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 163,973 shares
    Change vs previous 13F +4,215 shares

    0.19% of the 13F portfolio, value $6,032,555.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 159,758 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,014,892.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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