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Emergent Wealth Advisors, LLC: HYG position timeline

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

Emergent Wealth Advisors, LLC held 4,421 HYG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,421 shares
    Change vs previous 13F -285 shares

    0.18% of the 13F portfolio, value $341,345.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,706 shares
    Change vs previous 13F +48 shares

    0.2% of the 13F portfolio, value $376,339.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 4,658 shares
    Change vs previous 13F -23,378 shares

    0.22% of the 13F portfolio, value $370,590.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 28,036 shares
    Change vs previous 13F -9,529 shares

    1.27% of the 13F portfolio, value $2,260,546.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 37,565 shares
    Change vs previous 13F +3,882 shares

    1.78% of the 13F portfolio, value $3,065,085.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 33,683 shares
    Change vs previous 13F +1,074 shares

    1.81% of the 13F portfolio, value $2,831,702.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 32,609 shares
    Change vs previous 13F +8,605 shares

    1.86% of the 13F portfolio, value $2,572,524.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 24,004 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,887,915.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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