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Prentice Wealth Management LLC: SHYM position timeline

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

Prentice Wealth Management LLC held 247,048 SHYM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,048 shares
    Change vs previous 13F +30,743 shares

    1.15% of the 13F portfolio, value $5,546,228.

    13F-HR 0001941040-26-000416 filed by Prentice Wealth Management 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 216,305 shares
    Change vs previous 13F -2,482 shares

    1.07% of the 13F portfolio, value $4,763,036.

    13F-HR 0001941040-26-000228 filed by Prentice Wealth Management 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 218,787 shares
    Change vs previous 13F -86,690 shares

    1.11% of the 13F portfolio, value $4,861,447.

    13F-HR 0001941040-26-000061 filed by Prentice Wealth Management 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 305,477 shares
    Change vs previous 13F -11,660 shares

    1.68% of the 13F portfolio, value $6,824,356.

    13F-HR 0001941040-25-000535 filed by Prentice Wealth Management 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 317,137 shares
    Change vs previous 13F +8,166 shares

    1.86% of the 13F portfolio, value $7,075,326.

    13F-HR 0001941040-25-000382 filed by Prentice Wealth Management 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 308,971 shares
    Change vs previous 13F +6,338 shares

    2.02% of the 13F portfolio, value $7,004,373.

    13F-HR 0001941040-25-000212 filed by Prentice Wealth Management 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 302,633 shares
    Change vs previous 13F +21,390 shares

    1.98% of the 13F portfolio, value $6,857,664.

    13F-HR 0001941040-25-000053 filed by Prentice Wealth Management 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 281,243 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $6,519,213.

    13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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