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Guardian Asset Advisors, LLC: SHYG position timeline

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

Guardian Asset Advisors, LLC held 59,397 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,397 shares
    Change vs previous 13F +1,799 shares

    1.16% of the 13F portfolio, value $2,519,038.

    13F-HR 0002021272-26-000003 filed by Guardian Asset Advisors, 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 57,598 shares
    Change vs previous 13F -4,368 shares

    1.42% of the 13F portfolio, value $2,436,961.

    13F-HR 0002021272-26-000002 filed by Guardian Asset 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 ended2025-12-31
    13F 61,966 shares
    Change vs previous 13F +2,477 shares

    1.38% of the 13F portfolio, value $2,656,519.

    13F-HR 0002021272-26-000001 filed by Guardian Asset 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 ended2025-09-30
    13F 59,489 shares
    Change vs previous 13F -3,000 shares

    1.39% of the 13F portfolio, value $2,575,651.

    13F-HR 0002021272-25-000002 filed by Guardian Asset 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 ended2025-06-30
    13F 62,489 shares
    Change vs previous 13F +4,332 shares

    1.55% of the 13F portfolio, value $2,695,823.

    13F-HR 0001085146-25-004340 filed by Guardian Asset Advisors, 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 58,157 shares
    Change vs previous 13F +2,032 shares

    1.61% of the 13F portfolio, value $2,472,829.

    13F-HR 0001085146-25-002325 filed by Guardian Asset Advisors, 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 56,125 shares
    Change vs previous 13F +4,406 shares

    1.53% of the 13F portfolio, value $2,391,464.

    13F-HR 0001085146-25-000628 filed by Guardian Asset Advisors, 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 51,719 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,245,671.

    13F-HR 0001085146-24-004719 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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