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Future Financial Wealth Managment LLC: SHYG position timeline

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

Future Financial Wealth Managment LLC held 72,749 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 72,749 shares
    Change vs previous 13F -1,468 shares

    1.91% of the 13F portfolio, value $3,058,387.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment 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 74,217 shares
    Change vs previous 13F -1,834 shares

    2.04% of the 13F portfolio, value $3,163,117.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment 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 76,051 shares
    Change vs previous 13F +5,672 shares

    2.2% of the 13F portfolio, value $3,269,433.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment 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 70,379 shares
    Change vs previous 13F +8,650 shares

    1.92% of the 13F portfolio, value $3,047,396.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment 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 61,729 shares
    Change vs previous 13F -5,195 shares

    1.81% of the 13F portfolio, value $2,663,003.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment 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 66,924 shares
    Change vs previous 13F +3,824 shares

    2.09% of the 13F portfolio, value $2,845,609.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment 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 63,100 shares
    Change vs previous 13F +1,598 shares

    1.97% of the 13F portfolio, value $2,688,691.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment 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 61,502 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,670,417.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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