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Disclosery

Elk River Wealth Management LLC: HYG position timeline

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

Elk River Wealth Management LLC held 9,440 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,440 shares
    Change vs previous 13F -2,952 shares

    0.12% of the 13F portfolio, value $754,917.

    13F-HR 0001951757-26-001253 filed by Elk River 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 12,392 shares
    Change vs previous 13F -1,367 shares

    0.16% of the 13F portfolio, value $985,916.

    13F-HR 0001951757-26-000635 filed by Elk River 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 13,759 shares
    Change vs previous 13F +3,396 shares

    0.18% of the 13F portfolio, value $1,090,763.

    13F-HR 0001951757-26-000383 filed by Elk River 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 10,363 shares
    Change vs previous 13F +3,769 shares

    0.13% of the 13F portfolio, value $841,372.

    13F-HR 0001951757-25-001188 filed by Elk River 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 6,594 shares
    Change vs previous 13F +1,482 shares

    0.09% of the 13F portfolio, value $531,806.

    13F-HR 0001951757-25-000614 filed by Elk River 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 5,112 shares
    Change vs previous 13F -1,686 shares

    0.08% of the 13F portfolio, value $403,286.

    13F-HR 0001951757-25-000297 filed by Elk River 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 6,798 shares
    Change vs previous 13F +1,643 shares

    0.1% of the 13F portfolio, value $534,663.

    13F-HR 0001951757-25-000164 filed by Elk River 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 5,155 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $413,946.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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