Skip to content
Disclosery

Accurate Wealth Management, LLC: SHYG position timeline

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

Accurate Wealth Management, LLC held 5,724 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,724 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $241,678.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 5,618 shares
    Change vs previous 13F +247 shares

    0.03% of the 13F portfolio, value $238,091.

    13F-HR 0001754960-26-000311 filed by Accurate 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 ended2025-12-31
    13F 5,371 shares
    Change vs previous 13F +351 shares

    0.03% of the 13F portfolio, value $231,222.

    13F-HR 0001754960-26-000054 filed by Accurate 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 ended2025-09-30
    13F 5,020 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $215,358.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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