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Blue Barn Wealth, LLC: SHYG position timeline

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

Blue Barn Wealth, LLC held 50,219 SHYG shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 50,219 shares
    Change vs previous 13F -134,246 shares

    3.14% of the 13F portfolio, value $2,152,903.

    13F-HR 0001879206-26-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 184,465 shares
    Change vs previous 13F +3,048 shares

    3.51% of the 13F portfolio, value $7,987,175.

    13F-HR 0001879206-25-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 181,417 shares
    Change vs previous 13F +4,090 shares

    3.69% of the 13F portfolio, value $7,825,754.

    13F-HR 0001879206-25-000003 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 177,327 shares
    Change vs previous 13F +8,252 shares

    3.93% of the 13F portfolio, value $7,539,962.

    13F-HR 0001879206-25-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 169,075 shares
    Change vs previous 13F +8,013 shares

    3.8% of the 13F portfolio, value $7,204,272.

    13F-HR 0001879206-25-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 161,062 shares
    Change vs previous 13F +4,799 shares

    3.59% of the 13F portfolio, value $6,993,298.

    13F-HR 0001879206-24-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 156,263 shares
    Change vs previous 13F +5,008 shares

    3.67% of the 13F portfolio, value $6,594,467.

    13F-HR 0001879206-24-000004 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 151,255 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $6,435,885.

    13F-HR 0001879206-24-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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