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Portside Wealth Group, LLC: SHYG position timeline

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

Portside Wealth Group, LLC held 209,365 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,365 shares
    Change vs previous 13F +20,432 shares

    1.04% of the 13F portfolio, value $8,879,169.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 188,933 shares
    Change vs previous 13F +24,115 shares

    1.09% of the 13F portfolio, value $7,993,755.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 164,818 shares
    Change vs previous 13F +24,310 shares

    0.96% of the 13F portfolio, value $7,065,728.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 140,508 shares
    Change vs previous 13F +48,842 shares

    0.84% of the 13F portfolio, value $6,083,985.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 91,666 shares
    Change vs previous 13F +11,862 shares

    0.59% of the 13F portfolio, value $3,954,491.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 79,804 shares
    Change vs previous 13F +1,546 shares

    0.55% of the 13F portfolio, value $3,393,266.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 78,258 shares
    Change vs previous 13F +1,673 shares

    0.55% of the 13F portfolio, value $3,334,573.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 76,585 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,325,321.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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