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Disclosery

Mittelman Wealth Management: HYG position timeline

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

Mittelman Wealth Management held 4,649 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,649 shares
    Change vs previous 13F -28,751 shares

    1.22% of the 13F portfolio, value $1,845,568.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 33,400 shares
    Change vs previous 13F -2,462 shares

    1.66% of the 13F portfolio, value $2,657,307.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 35,862 shares
    Change vs previous 13F +701 shares

    1.88% of the 13F portfolio, value $2,891,617.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    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 35,161 shares
    Change vs previous 13F +10,804 shares

    1.87% of the 13F portfolio, value $2,854,748.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    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 24,357 shares
    Change vs previous 13F +3,542 shares

    1.66% of the 13F portfolio, value $1,964,454.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    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 20,815 shares
    Change vs previous 13F +1,546 shares

    1.48% of the 13F portfolio, value $1,642,118.

    13F-HR 0002021464-25-000003 filed by Mittelman Wealth Management
    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 19,269 shares
    Change vs previous 13F -6,393 shares

    1.41% of the 13F portfolio, value $1,515,506.

    13F-HR 0002021464-25-000001 filed by Mittelman Wealth Management
    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 25,662 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,060,658.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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