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NDWM LLC: SHYG position timeline

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

NDWM LLC held 10,769 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,769 shares
    Change vs previous 13F -14,922 shares

    0.27% of the 13F portfolio, value $456,693.

    13F-HR 0001818386-26-000003 filed by NDWM 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 25,691 shares
    Change vs previous 13F +716 shares

    0.7% of the 13F portfolio, value $1,086,996.

    13F-HR 0001818386-26-000002 filed by NDWM 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 24,975 shares
    Change vs previous 13F +1,872 shares

    0.71% of the 13F portfolio, value $1,070,677.

    13F-HR 0001818386-26-000001 filed by NDWM 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 23,103 shares
    Change vs previous 13F +3,430 shares

    0.68% of the 13F portfolio, value $1,000,339.

    13F-HR 0001818386-25-000002 filed by NDWM 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 19,673 shares
    Change vs previous 13F +270 shares

    0.62% of the 13F portfolio, value $848,674.

    13F-HR 0001085146-25-004375 filed by NDWM 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 19,403 shares
    Change vs previous 13F +13,060 shares

    0.81% of the 13F portfolio, value $825,010.

    13F-HR 0001085146-25-002557 filed by NDWM 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 6,343 shares
    Change vs previous 13F +12 shares

    0.23% of the 13F portfolio, value $270,286.

    13F-HR 0001085146-25-000799 filed by NDWM 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 6,331 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $274,899.

    13F-HR 0001085146-24-005053 filed by NDWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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