Skip to content

Wagner Wealth Management, LLC: HYFI position timeline

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

Wagner Wealth Management, LLC held 4,192 HYFI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,192 shares
    Change vs previous 13F -656,792 shares

    0.03% of the 13F portfolio, value $156,529.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 660,984 shares
    Change vs previous 13F +14,458 shares

    4.96% of the 13F portfolio, value $24,582,013.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 646,526 shares
    Change vs previous 13F +41,688 shares

    5.16% of the 13F portfolio, value $24,296,463.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 604,838 shares
    Change vs previous 13F +35,398 shares

    5.33% of the 13F portfolio, value $22,956,319.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 569,440 shares
    Change vs previous 13F +11,534 shares

    4.87% of the 13F portfolio, value $21,338,528.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 557,906 shares
    Change vs previous 13F +34,625 shares

    5.12% of the 13F portfolio, value $20,553,274.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 523,281 shares
    Change vs previous 13F +64,973 shares

    4.98% of the 13F portfolio, value $19,306,401.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 458,308 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $17,236,855.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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