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
- period ended2026-06-3013F 16,005 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,992 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,214 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,723 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,742 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 10,669 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,207 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,037 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).