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Disclosery

VestGen Investment Management: HYG position timeline

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

VestGen Investment Management held 51,982 HYG 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 51,982 shares
    Change vs previous 13F -2,117 shares

    2.2% of the 13F portfolio, value $4,157,001.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 54,099 shares
    Change vs previous 13F +278 shares

    2.37% of the 13F portfolio, value $4,304,116.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 53,821 shares
    Change vs previous 13F -334 shares

    2.41% of the 13F portfolio, value $4,339,587.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 54,155 shares
    Change vs previous 13F +10,439 shares

    2.64% of the 13F portfolio, value $4,396,844.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 43,716 shares
    Change vs previous 13F -19,216 shares

    2.53% of the 13F portfolio, value $3,525,695.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 62,932 shares
    Change vs previous 13F -12,237 shares

    3.74% of the 13F portfolio, value $4,964,705.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 75,169 shares
    Change vs previous 13F -9,368 shares

    1.61% of the 13F portfolio, value $5,912,042.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 84,537 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $6,788,329.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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