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Diversify Advisory Services, LLC: HYG position timeline

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

Diversify Advisory Services, LLC held 30,866 HYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,866 shares
    Change vs previous 13F +15,678 shares

    0.02% of the 13F portfolio, value $2,446,810.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 15,433 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,433 shares

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

  2. period ended2026-03-31
    13F 15,188 shares
    Change vs previous 13F -2,097 shares

    0.02% of the 13F portfolio, value $1,216,989.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,188 shares

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

  3. period ended2025-12-31
    13F 17,285 shares
    Change vs previous 13F -1,314 shares

    0.03% of the 13F portfolio, value $1,401,304.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,828 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,457 shares

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

  4. period ended2025-09-30
    13F 18,599 shares
    Change vs previous 13F -3,278 shares

    0.03% of the 13F portfolio, value $1,490,496.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,942 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,657 shares

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

  5. period ended2025-06-30
    13F 21,877 shares
    Change vs previous 13F +17,578 shares

    0.04% of the 13F portfolio, value $1,758,926.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,123 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,754 shares

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

  6. period ended2025-03-31
    13F 4,299 shares
    Change vs previous 13F -8,905 shares

    0.02% of the 13F portfolio, value $339,732.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,299 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 13,204 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $1,036,900.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,808 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,396 shares

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

  8. period ended2024-09-30
    13F 13,019 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,031,968.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,392 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,627 shares

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