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CBIZ Investment Advisory Services, LLC: HYG position timeline

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

CBIZ Investment Advisory Services, LLC held 441,115 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 441,115 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $35,095,132.

    13F-HR 0001795934-26-000006 filed by CBIZ Investment Advisory Services, 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 441,115 shares
    Change vs previous 13F +31,397 shares

    1.28% of the 13F portfolio, value $35,095,132.

    13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, 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 409,718 shares
    Change vs previous 13F +23,564 shares

    1.25% of the 13F portfolio, value $33,035,524.

    13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, 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 386,154 shares
    Change vs previous 13F +23,934 shares

    1.23% of the 13F portfolio, value $31,351,863.

    13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, 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 362,220 shares
    Change vs previous 13F +18,367 shares

    1.29% of the 13F portfolio, value $29,213,027.

    13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, 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 343,853 shares
    Change vs previous 13F +33,392 shares

    1.33% of the 13F portfolio, value $27,126,595.

    13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, 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 310,461 shares
    Change vs previous 13F +24,890 shares

    1.22% of the 13F portfolio, value $24,417,784.

    13F-HR 0001795934-25-000001 filed by CBIZ Investment Advisory Services, 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 285,571 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $22,931,359.

    13F-HR 0001795934-24-000008 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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