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Disclosery

Pathstone Holdings, LLC: USHY position timeline

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

Pathstone Holdings, LLC held 149,782 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,782 shares
    Change vs previous 13F -53,709 shares

    0.02% of the 13F portfolio, value $5,544,962.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 203,491 shares
    Change vs previous 13F -165,527 shares

    0.03% of the 13F portfolio, value $7,496,596.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 369,018 shares
    Change vs previous 13F -72,824 shares

    0.05% of the 13F portfolio, value $13,799,418.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 441,842 shares
    Change vs previous 13F +185,484 shares

    0.06% of the 13F portfolio, value $16,692,800.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 256,358 shares
    Change vs previous 13F -86,665 shares

    0.04% of the 13F portfolio, value $9,615,970.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 343,023 shares
    Change vs previous 13F +238,412 shares

    0.06% of the 13F portfolio, value $12,697,954.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 104,611 shares
    Change vs previous 13F -23,551 shares

    0.02% of the 13F portfolio, value $3,848,640.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 128,162 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,825,292.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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