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Resurgent Financial Advisors LLC: SHYG position timeline

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

Resurgent Financial Advisors LLC held 28,912 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,912 shares
    Change vs previous 13F -1,091 shares

    0.34% of the 13F portfolio, value $1,226,139.

    13F-HR 0001912339-26-000004 filed by Resurgent Financial Advisors 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 30,003 shares
    Change vs previous 13F -1,234 shares

    0.46% of the 13F portfolio, value $1,269,438.

    13F-HR 0001912339-26-000002 filed by Resurgent Financial 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 ended2025-12-31
    13F 31,237 shares
    Change vs previous 13F +2,622 shares

    0.67% of the 13F portfolio, value $1,339,125.

    13F-HR 0001912339-26-000001 filed by Resurgent Financial 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 ended2025-09-30
    13F 28,615 shares
    Change vs previous 13F +4,304 shares

    0.61% of the 13F portfolio, value $1,239,025.

    13F-HR 0001912339-25-000002 filed by Resurgent Financial 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 ended2025-06-30
    13F 24,311 shares
    Change vs previous 13F +78 shares

    0.58% of the 13F portfolio, value $1,048,764.

    13F-HR 0001085146-25-004779 filed by Resurgent Financial Advisors 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 24,233 shares
    Change vs previous 13F +1,885 shares

    0.62% of the 13F portfolio, value $1,030,371.

    13F-HR 0001085146-25-002603 filed by Resurgent Financial Advisors 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 22,348 shares
    Change vs previous 13F +4,726 shares

    0.56% of the 13F portfolio, value $952,241.

    13F-HR 0001085146-25-001342 filed by Resurgent Financial Advisors 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 17,622 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $765,160.

    13F-HR 0001994220-24-000027 filed by Resurgent Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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