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FormulaFolio Investments, LLC: HYG position timeline

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

FormulaFolio Investments, LLC held 130 HYG shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 130 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 130 shares
    Change vs previous 13F -206,274 shares

    <0.01% of the 13F portfolio, value $11,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 206,404 shares
    Change vs previous 13F +176,639 shares

    0.38% of the 13F portfolio, value $18,019,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 29,765 shares
    Change vs previous 13F -34,334 shares

    0.1% of the 13F portfolio, value $2,497,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 64,099 shares
    Change vs previous 13F -48,747 shares

    0.21% of the 13F portfolio, value $5,232,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 112,846 shares
    Change vs previous 13F -2,501,729 shares

    0.46% of the 13F portfolio, value $8,697,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 2,614,575 shares
    Change vs previous 13F -643,391 shares

    8.19% of the 13F portfolio, value $229,926,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 3,257,966 shares
    Change vs previous 13F not available

    10.97% of the 13F portfolio, value $283,997,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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