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Disclosery

SWS Partners: HYG position timeline

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

SWS Partners held 17,978 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,978 shares
    Change vs previous 13F +112 shares

    0.31% of the 13F portfolio, value $1,437,664.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 17,866 shares
    Change vs previous 13F +2,156 shares

    0.35% of the 13F portfolio, value $1,421,413.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 15,710 shares
    Change vs previous 13F +268 shares

    0.31% of the 13F portfolio, value $1,266,656.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 15,442 shares
    Change vs previous 13F +1,015 shares

    0.31% of the 13F portfolio, value $1,253,755.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 14,427 shares
    Change vs previous 13F +997 shares

    0.31% of the 13F portfolio, value $1,163,539.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 13,430 shares
    Change vs previous 13F +1,842 shares

    0.35% of the 13F portfolio, value $1,059,566.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 11,588 shares
    Change vs previous 13F +5,927 shares

    0.28% of the 13F portfolio, value $911,394.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 5,661 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $454,537.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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