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Disclosery

Gibbs Wealth Management: SHYG position timeline

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

Gibbs Wealth Management held 518,491 SHYG shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 518,491 shares
    Change vs previous 13F +236,880 shares

    2.89% of the 13F portfolio, value $21,937,343.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 281,611 shares
    Change vs previous 13F -17,604 shares

    2.93% of the 13F portfolio, value $12,123,365.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 299,215 shares
    Change vs previous 13F +8,824 shares

    2.93% of the 13F portfolio, value $12,955,998.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 290,391 shares
    Change vs previous 13F +22,490 shares

    2.41% of the 13F portfolio, value $12,527,576.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    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 267,901 shares
    Change vs previous 13F +21,394 shares

    2.75% of the 13F portfolio, value $11,391,134.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    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 246,507 shares
    Change vs previous 13F +35,282 shares

    2.85% of the 13F portfolio, value $10,503,644.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    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 211,225 shares
    Change vs previous 13F +32,489 shares

    2.97% of the 13F portfolio, value $9,171,406.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 178,736 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $7,542,643.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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