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Disclosery

21 West Wealth Management LLC: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on SHYG, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 29,580 SHYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,580 shares
    Change vs previous 13F +509 shares

    1.06% of the 13F portfolio, value $1,220,175.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,071 shares
    Change vs previous 13F +577 shares

    1.05% of the 13F portfolio, value $1,232,901.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,494 shares
    Change vs previous 13F +420 shares

    1.12% of the 13F portfolio, value $1,205,581.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,074 shares
    Change vs previous 13F +570 shares

    1.1% of the 13F portfolio, value $1,203,532.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,504 shares
    Change vs previous 13F +226 shares

    1.13% of the 13F portfolio, value $1,190,923.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,278 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,176,773.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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