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Arkadios Wealth Advisors: SHYG position timeline

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

Arkadios Wealth Advisors held 162,058 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,058 shares
    Change vs previous 13F +11,948 shares

    0.11% of the 13F portfolio, value $6,872,890.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 150,110 shares
    Change vs previous 13F +9,058 shares

    0.11% of the 13F portfolio, value $6,351,172.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 141,052 shares
    Change vs previous 13F +14,246 shares

    0.12% of the 13F portfolio, value $6,046,898.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 126,806 shares
    Change vs previous 13F +14,426 shares

    0.13% of the 13F portfolio, value $5,490,738.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 112,380 shares
    Change vs previous 13F +10,413 shares

    0.15% of the 13F portfolio, value $4,848,062.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 101,967 shares
    Change vs previous 13F +17,555 shares

    0.16% of the 13F portfolio, value $4,335,656.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 84,412 shares
    Change vs previous 13F +1,248 shares

    0.2% of the 13F portfolio, value $3,596,807.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 83,164 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,610,962.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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