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Disclosery

HCR Wealth Advisors: SHYG position timeline

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

HCR Wealth Advisors held 41,400 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,400 shares
    Change vs previous 13F -4,221 shares

    0.16% of the 13F portfolio, value $1,755,789.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 45,621 shares
    Change vs previous 13F -2,793 shares

    0.2% of the 13F portfolio, value $1,930,239.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 48,414 shares
    Change vs previous 13F -478 shares

    0.21% of the 13F portfolio, value $2,075,523.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 48,892 shares
    Change vs previous 13F +72 shares

    0.22% of the 13F portfolio, value $2,108,238.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 48,820 shares
    Change vs previous 13F -2,188 shares

    0.25% of the 13F portfolio, value $2,106,110.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 51,008 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,168,875.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 51,008 shares
    Change vs previous 13F +1,000 shares

    0.27% of the 13F portfolio, value $2,173,466.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 50,008 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,171,362.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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