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Moss Adams Wealth Advisors LLC: HYG position timeline

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

Moss Adams Wealth Advisors LLC held 62,519 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,519 shares
    Change vs previous 13F +13,032 shares

    0.31% of the 13F portfolio, value $4,999,675.

    13F-HR 0001661245-26-000004 filed by Moss Adams 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 49,487 shares
    Change vs previous 13F +4,759 shares

    0.29% of the 13F portfolio, value $3,937,208.

    13F-HR 0001661245-26-000002 filed by Moss Adams 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 44,728 shares
    Change vs previous 13F +5,524 shares

    0.26% of the 13F portfolio, value $3,606,457.

    13F-HR 0001661245-26-000001 filed by Moss Adams 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 39,204 shares
    Change vs previous 13F -14,025 shares

    0.25% of the 13F portfolio, value $3,182,934.

    13F-HR 0001661245-25-000006 filed by Moss Adams 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 53,229 shares
    Change vs previous 13F +40,568 shares

    0.39% of the 13F portfolio, value $4,292,916.

    13F-HR 0001661245-25-000004 filed by Moss Adams 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 12,661 shares
    Change vs previous 13F +1,730 shares

    0.11% of the 13F portfolio, value $998,815.

    13F-HR 0001661245-25-000003 filed by Moss Adams 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 10,931 shares
    Change vs previous 13F +1,524 shares

    0.09% of the 13F portfolio, value $859,725.

    13F-HR 0001661245-25-000001 filed by Moss Adams 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 9,407 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $755,417.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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