Spahn Wealth & Retirement LLC: HYG position timeline

Spahn Wealth & Retirement LLC held 48,299 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 48,299 shares

   Change vs previous 13F +48,299 shares

   2.49% of the 13F portfolio, value $3,862,471.

   13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -55,213 shares

   13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 55,213 shares

   Change vs previous 13F +756 shares

   2.76% of the 13F portfolio, value $4,451,824.

   13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 54,457 shares

   Change vs previous 13F -1,640 shares

   2.62% of the 13F portfolio, value $4,421,364.

   13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 56,097 shares

   Change vs previous 13F not available

   2.91% of the 13F portfolio, value $4,524,223.

   13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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