Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on SHYG, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 201,089 SHYG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 201,089 shares
    Change vs previous 13F +9,762 shares

    0.13% of the 13F portfolio, value $8,528,196.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 191,327 shares
    Change vs previous 13F +14,323 shares

    0.14% of the 13F portfolio, value $8,095,026.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 177,004 shares
    Change vs previous 13F +11,552 shares

    0.14% of the 13F portfolio, value $7,588,169.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 165,452 shares
    Change vs previous 13F +63,428 shares

    0.14% of the 13F portfolio, value $7,164,056.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 102,024 shares
    Change vs previous 13F +67,640 shares

    0.1% of the 13F portfolio, value $4,401,330.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 34,384 shares
    Change vs previous 13F -115,194 shares

    0.04% of the 13F portfolio, value $1,462,001.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 149,578 shares
    Change vs previous 13F -14,342 shares

    0.19% of the 13F portfolio, value $6,373,514.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 163,920 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,117,423.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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