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Oakmont Advisory Group, LLC: SHYG position timeline

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

Oakmont Advisory Group, LLC held 25,114 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,114 shares
    Change vs previous 13F +172 shares

    0.89% of the 13F portfolio, value $1,065,081.

    13F-HR 0002115370-26-000008 filed by Oakmont Advisory Group, 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 24,942 shares
    Change vs previous 13F -4,218 shares

    1.07% of the 13F portfolio, value $1,055,300.

    13F-HR 0002085853-26-000586 filed by Oakmont Advisory Group, 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 29,160 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,250,069.

    13F-HR 0002085853-26-000579 filed by Oakmont Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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