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Focus Partners Wealth: USHY position timeline

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

Focus Partners Wealth held 190,227 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,227 shares
    Change vs previous 13F +146,115 shares

    0.01% of the 13F portfolio, value $7,042,212.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 44,112 shares
    Change vs previous 13F -72,270 shares

    <0.01% of the 13F portfolio, value $1,669,159.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 116,382 shares
    Change vs previous 13F -814,384 shares

    <0.01% of the 13F portfolio, value $4,362,409.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 116,382 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 930,766 shares
    Change vs previous 13F +384,737 shares

    0.05% of the 13F portfolio, value $34,876,058.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 82,156 shares
    • Focus Partners Advisor Solutions, LLC: 848,610 shares

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

  5. period ended2025-06-30
    13F 546,029 shares
    Change vs previous 13F +442,985 shares

    0.04% of the 13F portfolio, value $20,481,590.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 144,821 shares
    • Focus Partners Advisor Solutions, LLC: 401,208 shares

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

  6. period ended2025-03-31
    13F/A 103,044 shares
    Change vs previous 13F +1,668 shares

    0.01% of the 13F portfolio, value $3,793,064.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 101,376 shares
    Change vs previous 13F -108,105 shares

    0.01% of the 13F portfolio, value $3,729,654.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 209,481 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,418,484.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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