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AmeriServ Wealth Advisors: HYG position timeline

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

AmeriServ Wealth Advisors held 8,082 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,082 shares
    Change vs previous 13F -282 shares

    0.43% of the 13F portfolio, value $646,316.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 8,364 shares
    Change vs previous 13F -321 shares

    0.42% of the 13F portfolio, value $665,439.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 8,685 shares
    Change vs previous 13F +235 shares

    0.41% of the 13F portfolio, value $700,271.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 8,450 shares
    Change vs previous 13F -8,976 shares

    0.35% of the 13F portfolio, value $686,055.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 17,426 shares
    Change vs previous 13F -12,341 shares

    0.69% of the 13F portfolio, value $1,405,406.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 29,767 shares
    Change vs previous 13F +24,538 shares

    1.36% of the 13F portfolio, value $2,348,317.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 5,229 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $411,260.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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