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Kestra Advisory Services, LLC: USHY position timeline

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

Kestra Advisory Services, LLC held 178,555 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,555 shares
    Change vs previous 13F -49,454 shares

    0.01% of the 13F portfolio, value $6,610,101.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,557 shares
    • Kestra Advisory Services, LLC: 90,198 shares
    • Kestra Investment Management, LLC: 37,800 shares

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

  2. period ended2026-03-31
    13F 228,009 shares
    Change vs previous 13F +81 shares

    0.02% of the 13F portfolio, value $8,399,836.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 61,682 shares
    • Kestra Advisory Services, LLC: 128,576 shares
    • Kestra Investment Management, LLC: 37,751 shares

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

  3. period ended2025-12-31
    13F 227,928 shares
    Change vs previous 13F +68,569 shares

    0.02% of the 13F portfolio, value $8,523,372.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,778 shares
    • Kestra Advisory Services, LLC: 145,173 shares
    • Kestra Investment Management, LLC: 35,977 shares

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

  4. period ended2025-09-30
    13F 159,359 shares
    Change vs previous 13F -8,496 shares

    0.02% of the 13F portfolio, value $6,020,543.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,772 shares
    • Kestra Advisory Services, LLC: 95,197 shares
    • Kestra Investment Management, LLC: 35,390 shares

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

  5. period ended2025-06-30
    13F/A 167,855 shares
    Change vs previous 13F +65,916 shares

    0.02% of the 13F portfolio, value $6,296,229.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,225 shares
    • Kestra Advisory Services, LLC: 103,580 shares
    • Kestra Investment Management, LLC: 35,050 shares

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

  6. period ended2025-03-31
    13F/A 101,939 shares
    Change vs previous 13F -487 shares

    0.01% of the 13F portfolio, value $3,752,375.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,500 shares
    • Kestra Advisory Services, LLC: 46,442 shares
    • Kestra Investment Management, LLC: 23,997 shares

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

  7. period ended2024-12-31
    13F 102,426 shares
    Change vs previous 13F -107,236 shares

    0.01% of the 13F portfolio, value $3,768,253.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,183 shares
    • Kestra Advisory Services, LLC: 45,195 shares
    • Kestra Investment Management, LLC: 21,048 shares

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

  8. period ended2024-09-30
    13F 209,662 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,893,773.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,592 shares
    • Kestra Advisory Services, LLC: 149,631 shares
    • Kestra Investment Management, LLC: 16,439 shares

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