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Disclosery

Summit Financial, LLC: USHY position timeline

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

Summit Financial, LLC held 28,125 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,125 shares
    Change vs previous 13F +5,424 shares

    0.01% of the 13F portfolio, value $1,041,174.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 22,701 shares
    Change vs previous 13F +4,019 shares

    0.01% of the 13F portfolio, value $836,295.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 18,682 shares
    Change vs previous 13F -970 shares

    0.01% of the 13F portfolio, value $698,604.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 19,652 shares
    Change vs previous 13F +8,421 shares

    0.01% of the 13F portfolio, value $742,451.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 11,231 shares
    Change vs previous 13F +445 shares

    0.01% of the 13F portfolio, value $421,275.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 10,786 shares
    Change vs previous 13F -1,269 shares

    0.01% of the 13F portfolio, value $397,033.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 12,055 shares
    Change vs previous 13F -3,776 shares

    0.02% of the 13F portfolio, value $443,503.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 15,831 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $596,037.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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