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Factor Wealth Management LTD: SHYG position timeline

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

Factor Wealth Management LTD held 37,744 SHYG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,744 shares
    Change vs previous 13F -274 shares

    0.24% of the 13F portfolio, value $1,556,961.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,018 shares
    Change vs previous 13F -37,424 shares

    0.24% of the 13F portfolio, value $1,612,342.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 75,442 shares
    Change vs previous 13F -33,621 shares

    0.6% of the 13F portfolio, value $3,191,966.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 109,063 shares
    Change vs previous 13F +7,441 shares

    1.01% of the 13F portfolio, value $4,675,512.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 101,622 shares
    Change vs previous 13F -862 shares

    1.1% of the 13F portfolio, value $4,400,238.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 102,484 shares
    Change vs previous 13F +5,483 shares

    1.21% of the 13F portfolio, value $4,421,172.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 97,001 shares
    Change vs previous 13F +2,888 shares

    1.27% of the 13F portfolio, value $4,124,481.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 94,113 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,010,168.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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