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Martel Wealth Advisors LLC: HYLB position timeline

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

Martel Wealth Advisors LLC held 72,929 HYLB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,929 shares
    Change vs previous 13F +2,639 shares

    0.42% of the 13F portfolio, value $2,663,367.

    13F-HR 0001214659-26-008472 filed by Martel 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 70,290 shares
    Change vs previous 13F +442 shares

    0.43% of the 13F portfolio, value $2,541,686.

    13F-HR 0001214659-26-005396 filed by Martel 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 69,848 shares
    Change vs previous 13F +614 shares

    0.44% of the 13F portfolio, value $2,572,502.

    13F-HR 0001214659-26-000683 filed by Martel 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 69,234 shares
    Change vs previous 13F -116 shares

    0.45% of the 13F portfolio, value $2,569,274.

    13F-HR 0001214659-25-014927 filed by Martel 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 69,350 shares
    Change vs previous 13F -1,010 shares

    0.47% of the 13F portfolio, value $2,560,402.

    13F-HR 0001214659-25-010550 filed by Martel 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 70,360 shares
    Change vs previous 13F +1,773 shares

    0.51% of the 13F portfolio, value $2,543,514.

    13F-HR 0001214659-25-005989 filed by Martel 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 68,587 shares
    Change vs previous 13F +375 shares

    0.48% of the 13F portfolio, value $2,474,619.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
    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 68,212 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,495,195.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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