Joseph Group Capital Management: HYG position timeline

Joseph Group Capital Management held 5,635 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,635 shares

   Change vs previous 13F +1,173 shares

   0.09% of the 13F portfolio, value $450,631.

   13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,462 shares

   Change vs previous 13F -790 shares

   0.09% of the 13F portfolio, value $354,997.

   13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,252 shares

   Change vs previous 13F -347 shares

   0.11% of the 13F portfolio, value $423,469.

   13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,599 shares

   Change vs previous 13F +5,298 shares

   0.13% of the 13F portfolio, value $454,583.

   13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 301 shares

   Change vs previous 13F +96 shares

   0.01% of the 13F portfolio, value $24,276.

   13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 205 shares

   Change vs previous 13F +205 shares

   0.01% of the 13F portfolio, value $16,172.

   13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.