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PINKERTON WEALTH, LLC: HYG position timeline

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

PINKERTON WEALTH, LLC held 18,261 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,261 shares
    Change vs previous 13F -90,698 shares

    0.12% of the 13F portfolio, value $1,452,845.

    13F-HR 0001104659-26-088550 filed by PINKERTON WEALTH, 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 108,959 shares
    Change vs previous 13F +18,368 shares

    0.8% of the 13F portfolio, value $8,785,364.

    13F-HR 0001104659-26-041344 filed by PINKERTON WEALTH, 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 90,591 shares
    Change vs previous 13F +4,590 shares

    0.75% of the 13F portfolio, value $7,304,352.

    13F-HR 0001104659-26-011341 filed by PINKERTON WEALTH, 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 86,001 shares
    Change vs previous 13F -13,339 shares

    0.75% of the 13F portfolio, value $6,982,421.

    13F-HR 0001104659-25-110864 filed by PINKERTON WEALTH, 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 99,340 shares
    Change vs previous 13F +88,593 shares

    0.96% of the 13F portfolio, value $8,011,771.

    13F-HR 0001104659-25-077418 filed by PINKERTON WEALTH, 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 10,747 shares
    Change vs previous 13F -100,573 shares

    0.11% of the 13F portfolio, value $847,831.

    13F-HR 0001104659-25-043901 filed by PINKERTON WEALTH, 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 111,320 shares
    Change vs previous 13F -1,713 shares

    1.27% of the 13F portfolio, value $8,755,318.

    13F-HR 0001104659-25-014413 filed by PINKERTON WEALTH, 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 113,033 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $9,076,550.

    13F-HR 0001104659-24-116625 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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