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SevenBridge Financial Group, LLC: HYG position timeline

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

SevenBridge Financial Group, LLC held 30,798 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,798 shares
    Change vs previous 13F -6,075 shares

    0.36% of the 13F portfolio, value $2,451,831.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, 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 36,873 shares
    Change vs previous 13F +2,325 shares

    0.46% of the 13F portfolio, value $2,968,278.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, 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 34,548 shares
    Change vs previous 13F +5,564 shares

    0.45% of the 13F portfolio, value $2,804,609.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, 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 28,984 shares
    Change vs previous 13F -11,615 shares

    0.38% of the 13F portfolio, value $2,334,043.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 40,599 shares
    Change vs previous 13F -7,460 shares

    0.58% of the 13F portfolio, value $3,264,121.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 48,059 shares
    Change vs previous 13F -17,638 shares

    0.75% of the 13F portfolio, value $3,812,491.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, 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 65,697 shares
    Change vs previous 13F -1,983 shares

    0.99% of the 13F portfolio, value $5,221,566.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, 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 67,680 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,394,781.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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