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Disclosery

Advisory Resource Group: HYFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on HYFI, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 136,439 HYFI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,439 shares
    Change vs previous 13F +5,511 shares

    0.77% of the 13F portfolio, value $5,094,632.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 130,928 shares
    Change vs previous 13F +2,431 shares

    0.84% of the 13F portfolio, value $4,869,212.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 128,497 shares
    Change vs previous 13F +7,320 shares

    0.85% of the 13F portfolio, value $4,828,917.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 121,177 shares
    Change vs previous 13F +121,177 shares

    0.83% of the 13F portfolio, value $4,599,212.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 0 shares
    Change vs previous 13F -96,870 shares

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 96,870 shares
    Change vs previous 13F +7,093 shares

    0.73% of the 13F portfolio, value $3,568,691.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 89,777 shares
    Change vs previous 13F +2,974 shares

    0.7% of the 13F portfolio, value $3,312,313.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 86,803 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,264,644.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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