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Oldfather Financial Services, LLC: HYG position timeline

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

Oldfather Financial Services, LLC held 6,471 HYG shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,471 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $521,757.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 6,471 shares
    Change vs previous 13F -46 shares

    0.16% of the 13F portfolio, value $525,380.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 6,517 shares
    Change vs previous 13F -91 shares

    0.18% of the 13F portfolio, value $525,596.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,608 shares
    Change vs previous 13F +69 shares

    0.2% of the 13F portfolio, value $521,305.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,539 shares
    Change vs previous 13F -386 shares

    0.2% of the 13F portfolio, value $514,292.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,925 shares
    Change vs previous 13F +4,103 shares

    0.21% of the 13F portfolio, value $556,078.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 2,822 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $217,689.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 2,824 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $219,510.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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