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Financial & Tax Architects, LLC: HYG position timeline

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

Financial & Tax Architects, LLC held 51,976 HYG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,976 shares
    Change vs previous 13F +910 shares

    0.83% of the 13F portfolio, value $4,013,095.

    13F-HR 0001758543-26-000006 filed by Financial & Tax Architects, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,066 shares
    Change vs previous 13F +3,918 shares

    0.86% of the 13F portfolio, value $4,083,729.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 47,148 shares
    Change vs previous 13F +2,759 shares

    0.84% of the 13F portfolio, value $3,751,089.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 44,389 shares
    Change vs previous 13F +989 shares

    0.8% of the 13F portfolio, value $3,579,064.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 43,400 shares
    Change vs previous 13F -1,011 shares

    0.78% of the 13F portfolio, value $3,523,644.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 44,411 shares
    Change vs previous 13F -2,347 shares

    0.87% of the 13F portfolio, value $3,581,765.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 46,758 shares
    Change vs previous 13F +2,001 shares

    0.93% of the 13F portfolio, value $3,688,769.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 44,757 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,520,176.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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