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Disclosery

Clearstead Advisors, LLC: HYG position timeline

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

Clearstead Advisors, LLC held 14,460 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,460 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $1,156,348.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 14,622 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $1,163,325.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 14,255 shares
    Change vs previous 13F +293 shares

    0.01% of the 13F portfolio, value $1,149,433.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 13,962 shares
    Change vs previous 13F +426 shares

    0.02% of the 13F portfolio, value $1,133,545.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 13,536 shares
    Change vs previous 13F -2,782 shares

    0.02% of the 13F portfolio, value $1,091,709.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 16,318 shares
    Change vs previous 13F -789 shares

    0.02% of the 13F portfolio, value $1,287,330.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 17,107 shares
    Change vs previous 13F +4,176 shares

    0.02% of the 13F portfolio, value $1,345,433.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 12,931 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,038,341.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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