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Livet Wealth, LLC: SHYG position timeline

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

Livet Wealth, LLC held 168,489 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,489 shares
    Change vs previous 13F +12,384 shares

    4.12% of the 13F portfolio, value $7,145,645.

    13F-HR 0002111409-26-000003 filed by Livet Wealth, 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 156,105 shares
    Change vs previous 13F +836 shares

    4.2% of the 13F portfolio, value $6,604,768.

    13F-HR 0002111409-26-000002 filed by Livet Wealth, 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 155,269 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $6,656,375.

    13F-HR 0002111409-26-000001 filed by Livet Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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