DHY β€” CREDIT SUISSE HIGH YIELD BD

Ownership history in Wealthspire Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Wealthspire Advisors, LLC reported CREDIT SUISSE HIGH YIELD BD (DHY) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows DHY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire Advisors, LLC's position in CREDIT SUISSE HIGH YIELD BD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DHY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthspire Advisors, LLC held DHY β€” position size vs. price
% of Fund (quarterly)    DHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 11,903 +258 +2.2% 0.00% $25K 2025-11-14 $1.95
2025 Q2 ADDED 11,645 +260 +2.3% 0.00% $25K 2025-08-11 $1.98
2025 Q1 ADDED 11,385 +242 +2.2% 0.00% $24K 2025-05-09 $1.86
2024 Q4 ADDED 11,143 +922 +9.0% 0.00% $24K 2025-02-04 $1.93
2024 Q3 ADDED 10,221 +221 +2.2% 0.00% $23K 2024-11-13 $1.88
2024 Q2 INITIATED 10,000 β€” β€” 0.00% $20K 2024-08-08 $1.79

FAQ About Wealthspire Advisors, LLC and DHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthspire Advisors, LLC reported owning DHY?

Wealthspire Advisors, LLC reported DHY across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported DHY position in Wealthspire Advisors, LLC's portfolio?

The largest reported portfolio weight for DHY was 0.00% in 2024 Q2.

What is the latest reported DHY position on this page?

The most recent filing on this page is 2025 Q3, when Wealthspire Advisors, LLC reported 11,903 shares, equal to 0.00% of portfolio, with an estimated market value of $25K.

What does the chart on this DHY ownership page compare?

The chart compares Wealthspire Advisors, LLC's quarterly DHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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