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Rooted Wealth Advisors, Inc.: HYGH position timeline

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

Rooted Wealth Advisors, Inc. held 99,664 HYGH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,664 shares
    Change vs previous 13F +2,392 shares

    2.11% of the 13F portfolio, value $8,631,899.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 97,272 shares
    Change vs previous 13F +73 shares

    2.22% of the 13F portfolio, value $8,408,192.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 97,199 shares
    Change vs previous 13F +135 shares

    2.36% of the 13F portfolio, value $8,397,994.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 97,064 shares
    Change vs previous 13F +2,905 shares

    2.56% of the 13F portfolio, value $8,392,153.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 94,159 shares
    Change vs previous 13F +3,292 shares

    2.81% of the 13F portfolio, value $8,115,564.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 90,867 shares
    Change vs previous 13F -2,538 shares

    3.11% of the 13F portfolio, value $7,215,748.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 93,405 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $8,094,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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