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Disclosery

Trajan Wealth LLC: USHY position timeline

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

Trajan Wealth LLC held 449,370 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 449,370 shares
    Change vs previous 13F +31,634 shares

    0.63% of the 13F portfolio, value $16,635,692.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 417,736 shares
    Change vs previous 13F +35,503 shares

    0.62% of the 13F portfolio, value $15,389,407.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 382,233 shares
    Change vs previous 13F +39,352 shares

    0.6% of the 13F portfolio, value $14,293,606.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 342,881 shares
    Change vs previous 13F +33,468 shares

    0.56% of the 13F portfolio, value $12,954,035.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 309,413 shares
    Change vs previous 13F +24,479 shares

    0.57% of the 13F portfolio, value $11,606,073.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 284,934 shares
    Change vs previous 13F +49,167 shares

    0.57% of the 13F portfolio, value $10,488,431.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 235,767 shares
    Change vs previous 13F +22,413 shares

    0.48% of the 13F portfolio, value $8,673,871.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 213,354 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $8,032,786.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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