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Disclosery

THEORY FINANCIAL LLC: HYLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on HYLB, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 257,512 HYLB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,512 shares
    Change vs previous 13F +11,243 shares

    2.96% of the 13F portfolio, value $9,404,338.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 246,269 shares
    Change vs previous 13F +15,983 shares

    3.13% of the 13F portfolio, value $8,905,087.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 230,286 shares
    Change vs previous 13F +8,234 shares

    2.88% of the 13F portfolio, value $8,541,308.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 222,052 shares
    Change vs previous 13F +13,587 shares

    2.89% of the 13F portfolio, value $8,202,601.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 208,465 shares
    Change vs previous 13F +63,224 shares

    2.91% of the 13F portfolio, value $7,665,258.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 145,241 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $5,250,462.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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