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Avior Wealth Management, LLC: SHYG position timeline

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

Avior Wealth Management, LLC held 169,050 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,050 shares
    Change vs previous 13F +115,244 shares

    0.19% of the 13F portfolio, value $7,169,418.

    13F-HR 0001754960-26-000402 filed by Avior 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 53,806 shares
    Change vs previous 13F -121,695 shares

    0.06% of the 13F portfolio, value $2,276,514.

    13F-HR 0001754960-26-000212 filed by Avior 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 175,501 shares
    Change vs previous 13F +1,650 shares

    0.23% of the 13F portfolio, value $7,523,733.

    13F-HR 0001754960-26-000005 filed by Avior 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 173,851 shares
    Change vs previous 13F +50,649 shares

    0.24% of the 13F portfolio, value $7,527,740.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    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 123,202 shares
    Change vs previous 13F +33,525 shares

    0.18% of the 13F portfolio, value $5,314,932.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    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 89,677 shares
    Change vs previous 13F -3,078 shares

    0.14% of the 13F portfolio, value $3,813,046.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    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 92,755 shares
    Change vs previous 13F +7,619 shares

    0.14% of the 13F portfolio, value $3,952,312.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    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 85,136 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,696,619.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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