Skip to content
Disclosery

Rooted Wealth Advisors, Inc.: SHYG position timeline

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

Rooted Wealth Advisors, Inc. held 12,180 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,180 shares
    Change vs previous 13F -34,771 shares

    0.13% of the 13F portfolio, value $516,537.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, 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 46,951 shares
    Change vs previous 13F -2,308 shares

    0.53% of the 13F portfolio, value $2,003,856.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, 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 49,259 shares
    Change vs previous 13F +1,163 shares

    0.59% of the 13F portfolio, value $2,106,297.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, 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 48,096 shares
    Change vs previous 13F +3,281 shares

    0.63% of the 13F portfolio, value $2,071,984.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, 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 44,815 shares
    Change vs previous 13F +5,749 shares

    0.66% of the 13F portfolio, value $1,918,086.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, 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 39,066 shares
    Change vs previous 13F +2,875 shares

    0.69% of the 13F portfolio, value $1,610,683.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, 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 36,191 shares
    Change vs previous 13F +3,104 shares

    0.6% of the 13F portfolio, value $1,547,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, 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 33,087 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,419,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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