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Portus Wealth Advisors, LLC: SHYG position timeline

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

Portus Wealth Advisors, LLC held 16,585 SHYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,585 shares
    Change vs previous 13F -127 shares

    0.56% of the 13F portfolio, value $684,137.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,712 shares
    Change vs previous 13F -158 shares

    0.58% of the 13F portfolio, value $708,757.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,870 shares
    Change vs previous 13F +722 shares

    0.67% of the 13F portfolio, value $713,773.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,148 shares
    Change vs previous 13F -225 shares

    0.65% of the 13F portfolio, value $692,273.

    13F-HR 0002097516-26-000001 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,373 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $708,970.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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