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Lionshead Wealth Management, LLC: HYG position timeline

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

Lionshead Wealth Management, LLC held 0 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -6,929 shares

    13F-HR 0001172661-26-002858 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 6,929 shares
    Change vs previous 13F -916 shares

    0.41% of the 13F portfolio, value $551,272.

    13F-HR 0001172661-26-001647 filed by Lionshead Wealth Management, 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 7,845 shares
    Change vs previous 13F -1,248 shares

    0.48% of the 13F portfolio, value $632,525.

    13F-HR 0001172661-26-000174 filed by Lionshead Wealth Management, 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 9,093 shares
    Change vs previous 13F -3,384 shares

    0.59% of the 13F portfolio, value $738,242.

    13F-HR 0001172661-25-004243 filed by Lionshead Wealth Management, 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 12,477 shares
    Change vs previous 13F -1,246 shares

    0.93% of the 13F portfolio, value $1,006,312.

    13F-HR 0001172661-25-003032 filed by Lionshead Wealth Management, 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 13,723 shares
    Change vs previous 13F -46,590 shares

    1.12% of the 13F portfolio, value $1,082,616.

    13F-HR 0001172661-25-001823 filed by Lionshead Wealth Management, 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 60,313 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $4,743,695.

    13F-HR 0001172661-25-001094 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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