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Alliance Wealth Management Group: SHYG position timeline

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

Alliance Wealth Management Group held 142,228 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,228 shares
    Change vs previous 13F -70 shares

    1.17% of the 13F portfolio, value $6,031,889.

    13F-HR 0001623707-26-000005 filed by Alliance Wealth Management 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 142,298 shares
    Change vs previous 13F +12,283 shares

    1.32% of the 13F portfolio, value $6,020,628.

    13F-HR 0001623707-26-000003 filed by Alliance Wealth Management 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 130,015 shares
    Change vs previous 13F +13,796 shares

    1.22% of the 13F portfolio, value $5,573,743.

    13F-HR 0001623707-26-000002 filed by Alliance Wealth Management 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 116,219 shares
    Change vs previous 13F +5,177 shares

    1.12% of the 13F portfolio, value $5,032,283.

    13F-HR 0001623707-25-000007 filed by Alliance Wealth Management 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 111,042 shares
    Change vs previous 13F +43 shares

    1.22% of the 13F portfolio, value $4,790,352.

    13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 110,999 shares
    Change vs previous 13F +768 shares

    1.27% of the 13F portfolio, value $4,719,677.

    13F-HR 0001623707-25-000003 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 110,231 shares
    Change vs previous 13F +2,477 shares

    1.26% of the 13F portfolio, value $4,696,943.

    13F-HR 0001623707-25-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 107,754 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,678,679.

    13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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