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Bright Futures Wealth Management, LLC.: SHYG position timeline

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

Bright Futures Wealth Management, LLC. held 6,783 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,783 shares
    Change vs previous 13F +458 shares

    0.19% of the 13F portfolio, value $287,654.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 6,325 shares
    Change vs previous 13F +57 shares

    0.18% of the 13F portfolio, value $267,595.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 6,268 shares
    Change vs previous 13F +305 shares

    0.2% of the 13F portfolio, value $268,725.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 5,963 shares
    Change vs previous 13F -38 shares

    0.2% of the 13F portfolio, value $258,194.

    13F-HR 0001803980-25-000007 filed by Bright Futures 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 ended2025-03-31
    13F 6,001 shares
    Change vs previous 13F -32 shares

    0.27% of the 13F portfolio, value $249,821.

    13F-HR 0001803980-25-000002 filed by Bright Futures 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 ended2024-12-31
    13F 6,033 shares
    Change vs previous 13F -1,796 shares

    0.23% of the 13F portfolio, value $260,512.

    13F-HR 0001803980-25-000001 filed by Bright Futures 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 ended2024-09-30
    13F 7,829 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $336,881.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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