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Delta Wealth Advisors LLC: SHYG position timeline

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

Delta Wealth Advisors LLC held 13,140 SHYG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,140 shares
    Change vs previous 13F -890 shares

    0.37% of the 13F portfolio, value $542,032.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,030 shares
    Change vs previous 13F +2,696 shares

    0.43% of the 13F portfolio, value $595,017.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,334 shares
    Change vs previous 13F +523 shares

    0.36% of the 13F portfolio, value $479,555.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,811 shares
    Change vs previous 13F +6,162 shares

    0.39% of the 13F portfolio, value $463,468.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,649 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $201,302.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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