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Disclosery

Prospera Financial Services Inc: SHYG position timeline

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

Prospera Financial Services Inc held 35,516 SHYG 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 35,516 shares
    Change vs previous 13F +19,301 shares

    0.02% of the 13F portfolio, value $1,506,501.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 16,215 shares
    Change vs previous 13F +5,132 shares

    0.01% of the 13F portfolio, value $686,172.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 11,083 shares
    Change vs previous 13F -29,335 shares

    0.01% of the 13F portfolio, value $475,316.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 40,418 shares
    Change vs previous 13F -4,662 shares

    0.03% of the 13F portfolio, value $1,750,053.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 45,080 shares
    Change vs previous 13F -6,794 shares

    0.04% of the 13F portfolio, value $1,944,758.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 51,874 shares
    Change vs previous 13F -76,425 shares

    0.05% of the 13F portfolio, value $2,206,029.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 128,299 shares
    Change vs previous 13F -7,769 shares

    0.13% of the 13F portfolio, value $5,466,746.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 136,068 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,907,998.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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