Carter Financial Group, INC.
Position in DHF — Bny Mellon High Yield Strategies Fund
CIK 1919749
Barrington, IL
Position in DHF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$50,251
+$824 QoQ
Shares Held
20,765
+2.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#40
of 71 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Carter Financial Group, INC. holds $50,251 across 1 Asset Management name. DHF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHF |
Bny Mellon High Yield Strategies Fund
This page
|
20,765 | $50,251 |
All Filings in DHF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,251 | 20,765 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $49,427 | 20,257 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $49,647 | 20,019 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,932 | 19,665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,252 | 19,328 | Shares | Sole | 2025-08-22 | |
| 2022-03-31 | $56,425 | 20,297 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||