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Ascentis Wealth Management, LLC: HYG position timeline

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

Ascentis Wealth Management, LLC held 943 HYG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 943 shares
    Change vs previous 13F -3,928 shares

    0.01% of the 13F portfolio, value $75,470.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 779 shares
    • Ascentis Wealth Management, LLC: 164 shares

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

  2. period ended2026-03-31
    13F 4,871 shares
    Change vs previous 13F +1,709 shares

    0.02% of the 13F portfolio, value $387,643.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,694 shares
    • Ascentis Wealth Management, LLC: 177 shares

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

  3. period ended2025-12-31
    13F 3,162 shares
    Change vs previous 13F +2,985 shares

    0.02% of the 13F portfolio, value $255,014.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,985 shares
    • Ascentis Wealth Management, LLC: 177 shares

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

  4. period ended2025-09-30
    13F 177 shares
    Change vs previous 13F -10,811 shares

    <0.01% of the 13F portfolio, value $14,433.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 177 shares

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

  5. period ended2025-06-30
    13F 10,988 shares
    Change vs previous 13F -1,505 shares

    0.09% of the 13F portfolio, value $886,158.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,811 shares
    • Ascentis Wealth Management, LLC: 177 shares

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

  6. period ended2025-03-31
    13F 12,493 shares
    Change vs previous 13F -7,739 shares

    0.12% of the 13F portfolio, value $985,579.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,316 shares
    • Ascentis Wealth Management, LLC: 177 shares

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

  7. period ended2024-12-31
    13F 20,232 shares
    Change vs previous 13F +13,124 shares

    0.19% of the 13F portfolio, value $1,591,228.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 20,176 shares
    • Ascentis Wealth Management, LLC: 56 shares

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

  8. period ended2024-09-30
    13F/A 7,108 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $570,738.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,052 shares
    • Ascentis Wealth Management, LLC: 56 shares

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