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Bernardo Wealth Planning LLC: HYMB position timeline

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

Bernardo Wealth Planning LLC held 16,005 HYMB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,005 shares
    Change vs previous 13F -987 shares

    0.07% of the 13F portfolio, value $407,171.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 16,992 shares
    Change vs previous 13F -1,222 shares

    0.08% of the 13F portfolio, value $421,393.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 18,214 shares
    Change vs previous 13F +4,491 shares

    0.09% of the 13F portfolio, value $454,245.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 13,723 shares
    Change vs previous 13F +2,981 shares

    0.07% of the 13F portfolio, value $342,124.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 10,742 shares
    Change vs previous 13F +73 shares

    0.06% of the 13F portfolio, value $266,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 10,669 shares
    Change vs previous 13F +462 shares

    0.06% of the 13F portfolio, value $269,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 10,207 shares
    Change vs previous 13F +170 shares

    0.06% of the 13F portfolio, value $258,760.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 10,037 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $263,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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