SEC 13F Intelligence

Olde Wealth Management, LLC / HYGV

Olde Wealth Management, LLC’s Flexshares Tr Position

Does Olde Wealth Management, LLC own Flexshares Tr (HYGV)? Yes186.7K shares worth $7M (+2.37% of its 13F portfolio) as of Q1 2026, up from 174.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
186.7K
% of Portfolio
+2.37%
Quarters Held
16
currently held

Position History HYGV

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $4MQ1 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026186.7K$7M+2.37%
Q4 2025174.4K$7M+2.18%
Q3 2025169.8K$7M+2.14%
Q1 2025102.6K$4M+1.46%
Q4 202452.1K$2M+0.76%
Q3 202453.4K$2M+0.80%
Q2 202455.3K$2M+0.85%
Q1 202454.3K$2M+1.04%
Q4 202356.6K$2M+1.00%
Q3 202354.9K$2M+1.06%
Q2 202356.3K$2M+1.06%
Q1 202354.1K$2M+1.09%
Q4 202253.8K$2M+1.16%
Q3 202270.2K$3M+1.71%
Q2 202270.2K$3M+1.70%
Q1 202248.3K$2M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of HYGV.