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Tolleson Wealth Management, Inc.: USHY position timeline

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

Tolleson Wealth Management, Inc. held 150,600 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 150,600 shares
    Change vs previous 13F -3,262 shares

    0.75% of the 13F portfolio, value $5,575,230.

    13F-HR 0001772937-26-000010 filed by Tolleson Wealth Management, Inc.
    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 153,862 shares
    Change vs previous 13F +376 shares

    0.83% of the 13F portfolio, value $5,668,267.

    13F-HR 0001772937-26-000006 filed by Tolleson Wealth Management, Inc.
    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 153,486 shares
    Change vs previous 13F -4,378 shares

    0.83% of the 13F portfolio, value $5,739,618.

    13F-HR 0001772937-26-000001 filed by Tolleson Wealth Management, Inc.
    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 157,864 shares
    Change vs previous 13F -9,779 shares

    0.92% of the 13F portfolio, value $5,964,111.

    13F-HR 0001772937-25-000016 filed by Tolleson Wealth Management, Inc.
    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/A 167,643 shares
    Change vs previous 13F -5,792 shares

    1.07% of the 13F portfolio, value $6,288,307.

    13F-HR/A 0001772937-25-000014 filed by Tolleson Wealth Management, Inc.
    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/A 173,435 shares
    Change vs previous 13F +1,776 shares

    1.23% of the 13F portfolio, value $6,384,142.

    13F-HR/A 0001772937-25-000013 filed by Tolleson Wealth Management, Inc.
    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 171,659 shares
    Change vs previous 13F +3,038 shares

    1.29% of the 13F portfolio, value $6,315,000.

    13F-HR 0001772937-25-000004 filed by Tolleson Wealth Management, Inc.
    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 168,621 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $6,349,000.

    13F-HR 0001772937-24-000009 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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