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Disclosery

SWS Partners: USHY position timeline

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

SWS Partners held 99,938 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,938 shares
    Change vs previous 13F +2,927 shares

    0.8% of the 13F portfolio, value $3,699,723.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 97,011 shares
    Change vs previous 13F -794 shares

    0.88% of the 13F portfolio, value $3,573,878.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 97,805 shares
    Change vs previous 13F +1,861 shares

    0.88% of the 13F portfolio, value $3,657,405.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 95,944 shares
    Change vs previous 13F +10,241 shares

    0.88% of the 13F portfolio, value $3,624,751.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 85,703 shares
    Change vs previous 13F +91 shares

    0.87% of the 13F portfolio, value $3,214,721.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 85,612 shares
    Change vs previous 13F -2,021 shares

    1.03% of the 13F portfolio, value $3,151,399.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 87,633 shares
    Change vs previous 13F +19,688 shares

    0.98% of the 13F portfolio, value $3,224,034.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 67,945 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,558,123.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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