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ALTERNA WEALTH MANAGEMENT, INC: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTERNA WEALTH MANAGEMENT, INC on SHYG, newest first. How the timeline and the estimate are built.

ALTERNA WEALTH MANAGEMENT, INC held 64,987 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,987 shares
    Change vs previous 13F +34,805 shares

    1.58% of the 13F portfolio, value $2,756,100.

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 30,182 shares
    Change vs previous 13F -2,997 shares

    0.97% of the 13F portfolio, value $1,277,013.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 33,179 shares
    Change vs previous 13F +8,789 shares

    1.19% of the 13F portfolio, value $1,422,386.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 24,390 shares
    Change vs previous 13F -8,836 shares

    0.87% of the 13F portfolio, value $1,056,087.

    13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 33,226 shares
    Change vs previous 13F -5,043 shares

    1.15% of the 13F portfolio, value $1,433,370.

    13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 38,269 shares
    Change vs previous 13F +16,223 shares

    1.23% of the 13F portfolio, value $1,627,198.

    13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 22,046 shares
    Change vs previous 13F +655 shares

    0.79% of the 13F portfolio, value $939,380.

    13F-HR 0001767699-25-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 21,391 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $928,797.

    13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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