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Summit Wealth Group, LLC: USHY position timeline

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

Summit Wealth Group, LLC held 408,392 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,392 shares
    Change vs previous 13F +11,843 shares

    3.08% of the 13F portfolio, value $15,118,685.

    13F-HR 0001802865-26-000004 filed by Summit Wealth Group, 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 396,549 shares
    Change vs previous 13F +25,969 shares

    3.35% of the 13F portfolio, value $14,608,879.

    13F-HR 0001802865-26-000003 filed by Summit Wealth Group, 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 370,580 shares
    Change vs previous 13F +15,210 shares

    3.24% of the 13F portfolio, value $13,857,833.

    13F-HR 0001802865-26-000001 filed by Summit Wealth Group, 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 355,370 shares
    Change vs previous 13F +17,945 shares

    3.25% of the 13F portfolio, value $13,425,873.

    13F-HR 0001802865-25-000007 filed by Summit Wealth Group, 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 337,425 shares
    Change vs previous 13F +306,261 shares

    3.25% of the 13F portfolio, value $12,657,000.

    13F-HR 0001802865-25-000005 filed by Summit Wealth Group, 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 31,164 shares
    Change vs previous 13F +21,816 shares

    0.34% of the 13F portfolio, value $1,147,000.

    13F-HR 0001802865-25-000004 filed by Summit Wealth Group, 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 9,348 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $344,000.

    13F-HR 0001802865-25-000001 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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