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MCDONALD PARTNERS LLC: HY position timeline

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

MCDONALD PARTNERS LLC held 38,406 HY 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 38,406 shares
    Change vs previous 13F -6,250 shares

    0.33% of the 13F portfolio, value $1,346,501.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 44,656 shares
    Change vs previous 13F +4,286 shares

    0.34% of the 13F portfolio, value $1,451,771.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 40,370 shares
    Change vs previous 13F -6,175 shares

    0.38% of the 13F portfolio, value $1,199,427.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 46,545 shares
    Change vs previous 13F +1,076 shares

    0.51% of the 13F portfolio, value $1,715,651.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 45,469 shares
    Change vs previous 13F +2,539 shares

    0.43% of the 13F portfolio, value $1,808,779.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 42,930 shares
    Change vs previous 13F +6,354 shares

    0.46% of the 13F portfolio, value $1,783,327.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 36,576 shares
    Change vs previous 13F -2,527 shares

    0.48% of the 13F portfolio, value $1,862,856.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 39,103 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,493,656.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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