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Disclosery

Advisory Resource Group: SHYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on SHYM, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 32,370 SHYM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,370 shares
    Change vs previous 13F -113,287 shares

    0.11% of the 13F portfolio, value $726,707.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 145,657 shares
    Change vs previous 13F +5,399 shares

    0.55% of the 13F portfolio, value $3,207,367.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 140,258 shares
    Change vs previous 13F +7,759 shares

    0.55% of the 13F portfolio, value $3,116,533.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 132,499 shares
    Change vs previous 13F -6,202 shares

    0.53% of the 13F portfolio, value $2,960,028.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 138,701 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,094,419.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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