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Summit Financial Consulting LLC: HYG position timeline

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

Summit Financial Consulting LLC held 272,444 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,444 shares
    Change vs previous 13F -6,942 shares

    14.78% of the 13F portfolio, value $21,787,347.

    13F-HR 0002065794-26-000003 filed by Summit Financial Consulting 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 279,386 shares
    Change vs previous 13F +11,195 shares

    15.91% of the 13F portfolio, value $22,227,950.

    13F-HR 0002065794-26-000002 filed by Summit Financial Consulting 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 268,191 shares
    Change vs previous 13F +21,239 shares

    15.7% of the 13F portfolio, value $21,624,240.

    13F-HR 0002065794-26-000001 filed by Summit Financial Consulting 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 246,952 shares
    Change vs previous 13F +240,959 shares

    16% of the 13F portfolio, value $20,050,033.

    13F-HR 0002065794-25-000004 filed by Summit Financial Consulting 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 5,993 shares
    Change vs previous 13F -224,178 shares

    0.43% of the 13F portfolio, value $483,335.

    13F-HR 0002065794-25-000002 filed by Summit Financial Consulting 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 230,171 shares
    Change vs previous 13F not available

    16.85% of the 13F portfolio, value $18,158,190.

    13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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