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GeoWealth Management, LLC: SHYG position timeline

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

GeoWealth Management, LLC held 44,418 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,418 shares
    Change vs previous 13F +5,032 shares

    0.06% of the 13F portfolio, value $1,883,785.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 39,386 shares
    Change vs previous 13F -128,509 shares

    0.06% of the 13F portfolio, value $1,666,437.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 167,895 shares
    Change vs previous 13F +33,884 shares

    0.27% of the 13F portfolio, value $7,197,670.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 134,011 shares
    Change vs previous 13F +88,622 shares

    0.21% of the 13F portfolio, value $5,802,683.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 45,389 shares
    Change vs previous 13F +10,820 shares

    0.08% of the 13F portfolio, value $1,958,104.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 34,569 shares
    Change vs previous 13F +31,168 shares

    0.06% of the 13F portfolio, value $1,469,875.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 3,401 shares
    Change vs previous 13F -154,371 shares

    <0.01% of the 13F portfolio, value $144,917.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 157,772 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,850,466.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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