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Twele Capital Management, Inc.: USHY position timeline

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

Twele Capital Management, Inc. held 197,247 USHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 197,247 shares
    Change vs previous 13F +11,888 shares

    1.17% of the 13F portfolio, value $7,045,663.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 185,359 shares
    Change vs previous 13F +49,827 shares

    1.12% of the 13F portfolio, value $6,861,991.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 135,532 shares
    Change vs previous 13F +28,927 shares

    0.89% of the 13F portfolio, value $4,992,999.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 106,605 shares
    Change vs previous 13F +13,837 shares

    0.71% of the 13F portfolio, value $3,986,494.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 92,768 shares
    Change vs previous 13F +50,138 shares

    0.65% of the 13F portfolio, value $3,504,776.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,630 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,599,052.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,630 shares
    Change vs previous 13F -17 shares

    0.33% of the 13F portfolio, value $1,569,211.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 42,647 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,568,984.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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