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Disclosery

Level Financial Advisors: SHYG position timeline

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

Level Financial Advisors held 122,620 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,620 shares
    Change vs previous 13F +2,143 shares

    1.16% of the 13F portfolio, value $5,200,320.

    13F-HR 0001871734-26-000003 filed by Level Financial 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 120,477 shares
    Change vs previous 13F +2,859 shares

    1.3% of the 13F portfolio, value $5,097,392.

    13F-HR 0001871734-26-000002 filed by Level Financial 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 117,618 shares
    Change vs previous 13F +2,238 shares

    1.33% of the 13F portfolio, value $5,042,283.

    13F-HR 0001871734-26-000001 filed by Level Financial 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 115,380 shares
    Change vs previous 13F +3,434 shares

    1.41% of the 13F portfolio, value $4,995,954.

    13F-HR 0001871734-25-000006 filed by Level Financial 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 111,946 shares
    Change vs previous 13F -7,652 shares

    1.5% of the 13F portfolio, value $4,829,347.

    13F-HR 0001871734-25-000003 filed by Level Financial 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 119,598 shares
    Change vs previous 13F +981 shares

    1.73% of the 13F portfolio, value $5,085,327.

    13F-HR 0001871734-25-000002 filed by Level Financial 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 118,617 shares
    Change vs previous 13F -3,871 shares

    1.85% of the 13F portfolio, value $5,054,273.

    13F-HR 0001871734-25-000001 filed by Level Financial 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 122,488 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $5,318,438.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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