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Disclosery

5T Wealth, LLC: HYG position timeline

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

5T Wealth, LLC held 4,708 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,708 shares
    Change vs previous 13F -1,560 shares

    0.14% of the 13F portfolio, value $376,501.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 6,268 shares
    Change vs previous 13F +378 shares

    0.2% of the 13F portfolio, value $498,682.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 5,890 shares
    Change vs previous 13F +799 shares

    0.19% of the 13F portfolio, value $474,913.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 5,091 shares
    Change vs previous 13F +1,422 shares

    0.18% of the 13F portfolio, value $413,339.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 3,669 shares
    Change vs previous 13F -5,532 shares

    0.15% of the 13F portfolio, value $295,905.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 9,201 shares
    Change vs previous 13F -77 shares

    0.41% of the 13F portfolio, value $725,867.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 9,278 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $729,715.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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