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FOCUS Wealth Advisors, LLC: HYG position timeline

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

FOCUS Wealth Advisors, LLC held 27,956 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,956 shares
    Change vs previous 13F +1,265 shares

    1.04% of the 13F portfolio, value $2,235,618.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth 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 26,691 shares
    Change vs previous 13F -1,024 shares

    1.04% of the 13F portfolio, value $2,123,543.

    13F-HR 0001845643-26-000002 filed by FOCUS 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 ended2025-12-31
    13F 27,715 shares
    Change vs previous 13F +205 shares

    1.04% of the 13F portfolio, value $2,234,663.

    13F-HR 0001845643-26-000001 filed by FOCUS 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 ended2025-09-30
    13F 27,510 shares
    Change vs previous 13F +62 shares

    1.07% of the 13F portfolio, value $2,233,546.

    13F-HR 0001085146-25-005821 filed by FOCUS 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 ended2025-06-30
    13F 27,448 shares
    Change vs previous 13F +165 shares

    1.15% of the 13F portfolio, value $2,213,648.

    13F-HR 0001085146-25-003681 filed by FOCUS 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 ended2025-03-31
    13F 27,283 shares
    Change vs previous 13F +2,954 shares

    1.19% of the 13F portfolio, value $2,152,373.

    13F-HR 0001085146-25-002738 filed by FOCUS 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 ended2024-12-31
    13F 24,329 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,913,476.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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