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Kingsview Wealth Management, LLC: SHYG position timeline

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

Kingsview Wealth Management, LLC held 31,069 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,069 shares
    Change vs previous 13F -1,355 shares

    0.02% of the 13F portfolio, value $1,317,642.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth 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 32,424 shares
    Change vs previous 13F +1,815 shares

    0.02% of the 13F portfolio, value $1,371,873.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth 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 30,609 shares
    Change vs previous 13F -309 shares

    0.02% of the 13F portfolio, value $1,312,224.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth 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 30,918 shares
    Change vs previous 13F -10,183 shares

    0.02% of the 13F portfolio, value $1,338,737.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth 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 41,101 shares
    Change vs previous 13F +3,884 shares

    0.03% of the 13F portfolio, value $1,773,076.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth 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 37,217 shares
    Change vs previous 13F +397 shares

    0.03% of the 13F portfolio, value $1,582,448.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth 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 36,820 shares
    Change vs previous 13F +4,272 shares

    0.03% of the 13F portfolio, value $1,568,912.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth 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 32,548 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,413,233.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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