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Alley Investment Management Company, LLC: HYG position timeline

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

Alley Investment Management Company, LLC held 130,019 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,019 shares
    Change vs previous 13F -146 shares

    1.21% of the 13F portfolio, value $10,397,619.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 130,165 shares
    Change vs previous 13F +977 shares

    1.26% of the 13F portfolio, value $10,355,927.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 129,188 shares
    Change vs previous 13F -2,479 shares

    1.22% of the 13F portfolio, value $10,416,428.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 131,667 shares
    Change vs previous 13F -388 shares

    1.24% of the 13F portfolio, value $10,690,044.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 132,055 shares
    Change vs previous 13F -5,960 shares

    1.29% of the 13F portfolio, value $10,650,236.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 138,015 shares
    Change vs previous 13F -132 shares

    1.37% of the 13F portfolio, value $10,888,003.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 138,147 shares
    Change vs previous 13F -380 shares

    1.37% of the 13F portfolio, value $10,865,262.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 138,527 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $11,123,718.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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