Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: USHY position timeline

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

Steward Partners Investment Advisory, LLC held 237,111 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,111 shares
    Change vs previous 13F +27,021 shares

    0.04% of the 13F portfolio, value $8,777,854.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 210,090 shares
    Change vs previous 13F -6,899 shares

    0.04% of the 13F portfolio, value $7,739,705.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 216,989 shares
    Change vs previous 13F -3,612 shares

    0.04% of the 13F portfolio, value $8,114,316.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 220,601 shares
    Change vs previous 13F -2,537 shares

    0.05% of the 13F portfolio, value $8,334,314.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 223,138 shares
    Change vs previous 13F +534 shares

    0.07% of the 13F portfolio, value $8,369,923.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 222,604 shares
    Change vs previous 13F -5,208 shares

    0.07% of the 13F portfolio, value $8,194,042.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment 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 227,812 shares
    Change vs previous 13F +8,291 shares

    0.07% of the 13F portfolio, value $8,381,209.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment 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 219,521 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,264,952.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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