Skip to content
Disclosery

Ascentis Wealth Management, LLC: USHY position timeline

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

Ascentis Wealth Management, LLC held 23,446 USHY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 23,446 shares
    Change vs previous 13F -68,892 shares

    0.12% of the 13F portfolio, value $868,056.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 22,216 shares
    • Ascentis Wealth Management, LLC: 1,230 shares

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

  2. period ended2026-03-31
    13F 92,338 shares
    Change vs previous 13F +46,039 shares

    0.19% of the 13F portfolio, value $3,401,756.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 91,164 shares
    • Ascentis Wealth Management, LLC: 1,174 shares

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

  3. period ended2025-12-31
    13F 46,299 shares
    Change vs previous 13F +4,695 shares

    0.17% of the 13F portfolio, value $1,731,342.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 44,235 shares
    • Ascentis Wealth Management, LLC: 2,064 shares

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

  4. period ended2025-09-30
    13F 41,604 shares
    Change vs previous 13F -3,191 shares

    0.15% of the 13F portfolio, value $1,571,792.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 39,540 shares
    • Ascentis Wealth Management, LLC: 2,064 shares

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

  5. period ended2025-06-30
    13F 44,795 shares
    Change vs previous 13F -6,289 shares

    0.18% of the 13F portfolio, value $1,679,801.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 42,731 shares
    • Ascentis Wealth Management, LLC: 2,064 shares

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

  6. period ended2025-03-31
    13F 51,084 shares
    Change vs previous 13F +1,926 shares

    0.23% of the 13F portfolio, value $1,880,112.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 49,020 shares
    • Ascentis Wealth Management, LLC: 2,064 shares

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

  7. period ended2024-12-31
    13F 49,158 shares
    Change vs previous 13F +43,257 shares

    0.21% of the 13F portfolio, value $1,808,538.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 49,113 shares
    • Ascentis Wealth Management, LLC: 45 shares

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

  8. period ended2024-09-30
    13F/A 5,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $222,148.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,856 shares
    • Ascentis Wealth Management, LLC: 45 shares

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