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Disclosery

Owen LaRue, LLC: HYG position timeline

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

Owen LaRue, LLC held 6,386 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,386 shares
    Change vs previous 13F +24 shares

    0.18% of the 13F portfolio, value $510,718.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 6,362 shares
    Change vs previous 13F -2,648 shares

    0.19% of the 13F portfolio, value $506,180.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 9,010 shares
    Change vs previous 13F -3,561 shares

    0.28% of the 13F portfolio, value $726,509.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 12,571 shares
    Change vs previous 13F -229 shares

    0.4% of the 13F portfolio, value $1,020,604.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 12,800 shares
    Change vs previous 13F -424 shares

    0.44% of the 13F portfolio, value $1,032,303.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 13,224 shares
    Change vs previous 13F +380 shares

    0.52% of the 13F portfolio, value $1,043,218.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 12,844 shares
    Change vs previous 13F -2,573 shares

    0.53% of the 13F portfolio, value $1,010,157.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 15,417 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,237,968.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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