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Roundview Capital LLC: HYG position timeline

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

Roundview Capital LLC held 53,405 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 53,405 shares
    Change vs previous 13F +2,523 shares

    0.23% of the 13F portfolio, value $4,270,823.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 50,882 shares
    Change vs previous 13F +933 shares

    0.25% of the 13F portfolio, value $4,048,180.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 49,949 shares
    Change vs previous 13F +195 shares

    0.25% of the 13F portfolio, value $4,027,397.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 49,754 shares
    Change vs previous 13F -1,467 shares

    0.26% of the 13F portfolio, value $4,039,530.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 51,221 shares
    Change vs previous 13F -2,395 shares

    0.28% of the 13F portfolio, value $4,130,972.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 53,616 shares
    Change vs previous 13F -4,166 shares

    0.31% of the 13F portfolio, value $4,229,760.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 57,782 shares
    Change vs previous 13F -387 shares

    0.32% of the 13F portfolio, value $4,544,557.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 58,169 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,670,980.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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