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INTEGRITY WEALTH ADVISORS, INC.: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRITY WEALTH ADVISORS, INC. on SHYG, newest first. How the timeline and the estimate are built.

INTEGRITY WEALTH ADVISORS, INC. held 5,119 SHYG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,119 shares
    Change vs previous 13F +5,119 shares

    0.13% of the 13F portfolio, value $216,585.

    13F-HR 0001172661-26-001860 filed by INTEGRITY WEALTH ADVISORS, INC.
    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 0 shares
    Change vs previous 13F -11,412 shares

    13F-HR 0001172661-26-001042 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 11,412 shares
    Change vs previous 13F +4,350 shares

    0.18% of the 13F portfolio, value $493,292.

    13F-HR 0001172661-25-005084 filed by INTEGRITY WEALTH ADVISORS, INC.
    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 7,062 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $304,655.

    13F-HR 0001172661-25-003417 filed by INTEGRITY WEALTH ADVISORS, INC.
    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 7,102 shares
    Change vs previous 13F -1,994 shares

    0.22% of the 13F portfolio, value $301,976.

    13F-HR 0001172661-25-002434 filed by INTEGRITY WEALTH ADVISORS, INC.
    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 9,096 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $387,580.

    13F-HR 0001172661-25-000824 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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