Topel & Distasi Wealth Management, LLC: HYG position timeline

Topel & Distasi Wealth Management, LLC held 78,525 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 78,525 shares

   Change vs previous 13F +2,212 shares

   3.03% of the 13F portfolio, value $6,279,644.

   13F-HR 0001880087-26-000004 filed by Topel & Distasi Wealth Management, LLC
   Filed 2026-08-07 (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 76,313 shares

   Change vs previous 13F -62 shares

   3.14% of the 13F portfolio, value $6,071,462.

   13F-HR 0001880087-26-000003 filed by Topel & Distasi Wealth Management, LLC
   Filed 2026-05-07 (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).

3. period ended2025-12-31

   13F 76,375 shares

   Change vs previous 13F +3,044 shares

   3.01% of the 13F portfolio, value $6,158,116.

   13F-HR 0001880087-26-000002 filed by Topel & Distasi Wealth Management, LLC
   Filed 2026-02-09 (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 73,331 shares

   Change vs previous 13F +427 shares

   2.94% of the 13F portfolio, value $5,953,744.

   13F-HR 0001880087-25-000007 filed by Topel & Distasi Wealth Management, LLC
   Filed 2025-11-10 (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 72,904 shares

   Change vs previous 13F -3,536 shares

   3.08% of the 13F portfolio, value $5,879,708.

   13F-HR 0001880087-25-000004 filed by Topel & Distasi Wealth Management, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 76,440 shares

   Change vs previous 13F -2,637 shares

   2.82% of the 13F portfolio, value $6,030,352.

   13F-HR 0001880087-25-000003 filed by Topel & Distasi Wealth Management, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 79,077 shares

   Change vs previous 13F -44 shares

   2.66% of the 13F portfolio, value $6,219,406.

   13F-HR 0001880087-25-000002 filed by Topel & Distasi Wealth Management, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 79,121 shares

   Change vs previous 13F not available

   2.63% of the 13F portfolio, value $6,353,416.

   13F-HR 0001880087-24-000001 filed by Topel & Distasi Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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