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Disclosery

Axos Invest Inc.: HYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axos Invest Inc. on HYS, newest first. How the timeline and the estimate are built.

Axos Invest Inc. held 0 HYS shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,654 shares

    13F-HR 0002042928-26-000002 filed by Axos Invest Inc.
    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.

  2. period ended2025-12-31
    13F 2,654 shares
    Change vs previous 13F -1,154 shares

    0.19% of the 13F portfolio, value $251,692.

    13F-HR 0002042928-26-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,808 shares
    Change vs previous 13F -1,622 shares

    0.27% of the 13F portfolio, value $364,426.

    13F-HR 0002042928-25-000008 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,430 shares
    Change vs previous 13F -404 shares

    0.39% of the 13F portfolio, value $515,898.

    13F-HR 0002042928-25-000004 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,834 shares
    Change vs previous 13F -672 shares

    0.42% of the 13F portfolio, value $546,439.

    13F-HR 0002042928-25-000003 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,506 shares
    Change vs previous 13F -668 shares

    0.44% of the 13F portfolio, value $609,508.

    13F-HR 0002042928-25-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,174 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $685,090.

    13F-HR 0002042928-24-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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