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Disclosery

Stone Summit Wealth LLC: HYG position timeline

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

Stone Summit Wealth LLC held 18,650 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,650 shares
    Change vs previous 13F +450 shares

    0.38% of the 13F portfolio, value $1,491,441.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 18,200 shares
    Change vs previous 13F -1,822 shares

    0.4% of the 13F portfolio, value $1,447,992.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 20,022 shares
    Change vs previous 13F -860 shares

    0.44% of the 13F portfolio, value $1,614,374.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 20,882 shares
    Change vs previous 13F -1,696 shares

    0.48% of the 13F portfolio, value $1,695,410.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 22,578 shares
    Change vs previous 13F +1,245 shares

    0.56% of the 13F portfolio, value $1,820,916.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 21,333 shares
    Change vs previous 13F +6,610 shares

    0.57% of the 13F portfolio, value $1,682,960.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 14,723 shares
    Change vs previous 13F -1,061 shares

    0.39% of the 13F portfolio, value $1,157,964.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 15,784 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,267,455.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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