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Disclosery

TAGStone Capital, Inc.: USHY position timeline

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

TAGStone Capital, Inc. held 7,738 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,738 shares
    Change vs previous 13F +133 shares

    0.09% of the 13F portfolio, value $286,470.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, Inc.
    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 7,605 shares
    Change vs previous 13F +84 shares

    0.1% of the 13F portfolio, value $280,175.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, Inc.
    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 7,521 shares
    Change vs previous 13F +170 shares

    0.1% of the 13F portfolio, value $281,235.

    13F-HR 0001903044-26-000001 filed by TAGStone Capital, Inc.
    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 7,351 shares
    Change vs previous 13F +41 shares

    0.11% of the 13F portfolio, value $277,736.

    13F-HR 0001903044-25-000007 filed by TAGStone Capital, Inc.
    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 7,310 shares
    Change vs previous 13F +593 shares

    0.11% of the 13F portfolio, value $272,649.

    13F-HR 0001903044-25-000006 filed by TAGStone Capital, Inc.
    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 6,717 shares
    Change vs previous 13F +76 shares

    0.12% of the 13F portfolio, value $247,000.

    13F-HR 0001903044-25-000002 filed by TAGStone Capital, Inc.
    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 6,641 shares
    Change vs previous 13F +151 shares

    0.12% of the 13F portfolio, value $244,000.

    13F-HR 0001903044-25-000001 filed by TAGStone Capital, Inc.
    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 6,490 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $244,000.

    13F-HR 0001903044-24-000004 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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