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Disclosery

Trek Financial, LLC: USHY position timeline

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

Trek Financial, LLC held 68,859 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 68,859 shares
    Change vs previous 13F -203,049 shares

    0.13% of the 13F portfolio, value $2,549,179.

    13F-HR 0001104659-26-095623 filed by Trek 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 271,908 shares
    Change vs previous 13F +164,294 shares

    0.53% of the 13F portfolio, value $10,017,086.

    13F-HR 0001104659-26-059964 filed by Trek 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 107,614 shares
    Change vs previous 13F +16,441 shares

    0.23% of the 13F portfolio, value $4,024,215.

    13F-HR 0001104659-26-010107 filed by Trek 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 91,173 shares
    Change vs previous 13F -240,108 shares

    0.21% of the 13F portfolio, value $3,444,532.

    13F-HR 0001104659-25-104735 filed by Trek 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 331,281 shares
    Change vs previous 13F +242,854 shares

    0.83% of the 13F portfolio, value $12,426,341.

    13F-HR 0001104659-25-077438 filed by Trek 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 88,427 shares
    Change vs previous 13F -452,392 shares

    0.24% of the 13F portfolio, value $3,255,002.

    13F-HR 0001104659-25-041935 filed by Trek 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 540,819 shares
    Change vs previous 13F -41,783 shares

    1.49% of the 13F portfolio, value $19,896,729.

    13F-HR 0001104659-25-012598 filed by Trek 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 582,602 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $21,934,980.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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