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Richard W. Paul & Associates, LLC: HYG position timeline

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

Richard W. Paul & Associates, LLC held 15,289 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,289 shares
    Change vs previous 13F -2,192 shares

    0.37% of the 13F portfolio, value $1,222,693.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 17,481 shares
    Change vs previous 13F -3,002 shares

    0.47% of the 13F portfolio, value $1,390,817.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 20,483 shares
    Change vs previous 13F -3,442 shares

    0.55% of the 13F portfolio, value $1,651,551.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 23,925 shares
    Change vs previous 13F -1,283 shares

    0.66% of the 13F portfolio, value $1,942,505.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 25,208 shares
    Change vs previous 13F +11,288 shares

    0.73% of the 13F portfolio, value $2,033,008.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 13,920 shares
    Change vs previous 13F +2,489 shares

    0.43% of the 13F portfolio, value $1,098,146.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 11,431 shares
    Change vs previous 13F +1,867 shares

    0.33% of the 13F portfolio, value $899,038.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 9,564 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $767,991.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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