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Lorne Steinberg Wealth Management Inc.: HYG position timeline

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

Lorne Steinberg Wealth Management Inc. held 10,215 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 10,215 shares
    Change vs previous 13F -14,865 shares

    0.17% of the 13F portfolio, value $816,893.

    13F-HR 0001851362-26-000003 filed by Lorne Steinberg Wealth Management Inc.
    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 25,080 shares
    Change vs previous 13F +25,080 shares

    0.47% of the 13F portfolio, value $1,995,364.

    13F-HR 0001851362-26-000002 filed by Lorne Steinberg Wealth Management Inc.
    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 0 shares
    Change vs previous 13F -25,940 shares

    13F-HR 0001851362-26-000001 filed by Lorne Steinberg Wealth Management Inc.
    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.

  4. period ended2025-09-30
    13F 25,940 shares
    Change vs previous 13F -2,100 shares

    0.51% of the 13F portfolio, value $2,106,069.

    13F-HR 0001851362-25-000006 filed by Lorne Steinberg Wealth Management Inc.
    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 28,040 shares
    Change vs previous 13F +528 shares

    0.59% of the 13F portfolio, value $2,261,426.

    13F-HR 0001851362-25-000004 filed by Lorne Steinberg Wealth Management Inc.
    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 27,512 shares
    Change vs previous 13F -61 shares

    0.63% of the 13F portfolio, value $2,170,421.

    13F-HR 0001731447-25-000005 filed by Lorne Steinberg Wealth Management Inc.
    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 27,573 shares
    Change vs previous 13F +1,265 shares

    0.63% of the 13F portfolio, value $2,168,616.

    13F-HR 0001851362-25-000001 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,308 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,112,532.

    13F-HR 0001851362-24-000005 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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