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Disclosery

Wealth Forward, LLC: HYG position timeline

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

Wealth Forward, LLC held 2,716 HYG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,716 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $217,199.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 2,716 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $216,085.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 2,716 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $218,991.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, 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 2,716 shares
    Change vs previous 13F -64,804 shares

    0.13% of the 13F portfolio, value $220,512.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, 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 67,520 shares
    Change vs previous 13F -115 shares

    3.66% of the 13F portfolio, value $5,445,492.

    13F-HR 0002012773-25-000005 filed by Wealth Forward, 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 67,635 shares
    Change vs previous 13F +68 shares

    3.8% of the 13F portfolio, value $5,335,738.

    13F-HR 0002012773-25-000003 filed by Wealth Forward, 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 67,567 shares
    Change vs previous 13F +4,292 shares

    3.75% of the 13F portfolio, value $5,314,155.

    13F-HR 0002012773-25-000001 filed by Wealth Forward, 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 63,275 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $5,080,965.

    13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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