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Disclosery

BKM Wealth Management, LLC: HYG position timeline

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

BKM Wealth Management, LLC held 24,909 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,909 shares
    Change vs previous 13F -3,358 shares

    0.71% of the 13F portfolio, value $1,991,977.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, 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 28,267 shares
    Change vs previous 13F +291 shares

    0.82% of the 13F portfolio, value $2,248,976.

    13F-HR 0002007263-26-000002 filed by BKM Wealth Management, 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 27,976 shares
    Change vs previous 13F -2,280 shares

    0.82% of the 13F portfolio, value $2,255,775.

    13F-HR 0002007263-26-000001 filed by BKM Wealth Management, 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 30,256 shares
    Change vs previous 13F +1,217 shares

    0.91% of the 13F portfolio, value $2,456,521.

    13F-HR 0002007263-25-000007 filed by BKM Wealth Management, 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 29,039 shares
    Change vs previous 13F +312 shares

    0.91% of the 13F portfolio, value $2,342,028.

    13F-HR 0002007263-25-000005 filed by BKM Wealth Management, 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 28,727 shares
    Change vs previous 13F -302 shares

    0.93% of the 13F portfolio, value $2,266,299.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, 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 29,029 shares
    Change vs previous 13F +23,797 shares

    0.94% of the 13F portfolio, value $2,283,197.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, 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 5,232 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $420,185.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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