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Wealthspire Advisors, LLC: HYG position timeline

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

Wealthspire Advisors, LLC held 9,872 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,872 shares
    Change vs previous 13F +3,574 shares

    <0.01% of the 13F portfolio, value $789,482.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 6,298 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $501,070.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 6,306 shares
    Change vs previous 13F -8,626 shares

    <0.01% of the 13F portfolio, value $508,454.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 14,932 shares
    Change vs previous 13F +6,020 shares

    0.01% of the 13F portfolio, value $1,212,332.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 8,912 shares
    Change vs previous 13F -290 shares

    <0.01% of the 13F portfolio, value $718,762.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 9,202 shares
    Change vs previous 13F +4,601 shares

    <0.01% of the 13F portfolio, value $725,948.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 4,601 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $361,870.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 4,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $330,676.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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