Carter Financial Group, INC.
Position in DHF — Bny Mellon High Yield Strategies Fund
CIK 1919749
Barrington, IL
Position in DHF
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$49,427
-$220 QoQ
Shares Held
20,257
+1.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DHF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Carter Financial Group, INC. holds $49,427 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
|
20,257 | $49,427 |
All Filings in DHF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||