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Disclosery

Towerpoint Wealth, LLC: HYG position timeline

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

Towerpoint Wealth, LLC held 17,953 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,953 shares
    Change vs previous 13F -113 shares

    0.5% of the 13F portfolio, value $1,435,710.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 18,066 shares
    Change vs previous 13F +145 shares

    0.58% of the 13F portfolio, value $1,437,319.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 17,921 shares
    Change vs previous 13F -745 shares

    0.57% of the 13F portfolio, value $1,444,993.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 18,666 shares
    Change vs previous 13F -1,236 shares

    0.62% of the 13F portfolio, value $1,515,522.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 19,902 shares
    Change vs previous 13F -7,203 shares

    0.71% of the 13F portfolio, value $1,605,124.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 27,105 shares
    Change vs previous 13F -5,012 shares

    1.06% of the 13F portfolio, value $2,138,317.

    13F-HR 0001085146-25-001961 filed by Towerpoint 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 32,117 shares
    Change vs previous 13F -32,978 shares

    1.24% of the 13F portfolio, value $2,526,012.

    13F-HR 0001085146-25-000191 filed by Towerpoint 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 65,095 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $5,227,123.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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