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Disclosery

Activest Wealth Management: HYG position timeline

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

Activest Wealth Management held 14,190 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,190 shares
    Change vs previous 13F +3,073 shares

    0.22% of the 13F portfolio, value $1,134,789.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 11,117 shares
    Change vs previous 13F +10 shares

    0.16% of the 13F portfolio, value $884,440.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 11,107 shares
    Change vs previous 13F -443 shares

    0.17% of the 13F portfolio, value $895,532.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 11,550 shares
    Change vs previous 13F +12 shares

    0.19% of the 13F portfolio, value $937,765.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 11,538 shares
    Change vs previous 13F +978 shares

    0.22% of the 13F portfolio, value $930,550.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 10,560 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $833,078.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 10,560 shares
    Change vs previous 13F -1,513 shares

    0.23% of the 13F portfolio, value $830,544.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 12,073 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $969,462.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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