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Twele Capital Management, Inc.: HYG position timeline

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

Twele Capital Management, Inc. held 242,175 HYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 242,175 shares
    Change vs previous 13F -30 shares

    3.09% of the 13F portfolio, value $18,698,332.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 242,205 shares
    Change vs previous 13F -483 shares

    3.16% of the 13F portfolio, value $19,369,134.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 242,688 shares
    Change vs previous 13F -3,055 shares

    3.44% of the 13F portfolio, value $19,308,258.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 245,743 shares
    Change vs previous 13F +1,372 shares

    3.54% of the 13F portfolio, value $19,814,259.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 244,371 shares
    Change vs previous 13F +504 shares

    3.66% of the 13F portfolio, value $19,840,482.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 243,867 shares
    Change vs previous 13F -1,133 shares

    3.9% of the 13F portfolio, value $19,667,874.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 245,000 shares
    Change vs previous 13F +50 shares

    4.1% of the 13F portfolio, value $19,328,050.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 244,950 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $19,265,318.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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