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Disclosery

CWM, LLC: USHY position timeline

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

CWM, LLC held 2,019,143 USHY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,019,143 shares
    Change vs previous 13F +375,750 shares

    0.2% of the 13F portfolio, value $74,385,242.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,643,393 shares
    Change vs previous 13F +108,119 shares

    0.17% of the 13F portfolio, value $61,455,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,535,274 shares
    Change vs previous 13F +15,974 shares

    0.17% of the 13F portfolio, value $58,003,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,519,300 shares
    Change vs previous 13F +374,556 shares

    0.2% of the 13F portfolio, value $56,989,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,144,744 shares
    Change vs previous 13F +8,318 shares

    0.17% of the 13F portfolio, value $42,138,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,136,426 shares
    Change vs previous 13F -10,027 shares

    0.17% of the 13F portfolio, value $41,809,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,146,453 shares
    Change vs previous 13F -28,153 shares

    0.19% of the 13F portfolio, value $43,164,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,174,606 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $42,615,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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