SFG Wealth Management, LLC.: SHY position timeline

SFG Wealth Management, LLC. held 31,012 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 31,012 shares

   Change vs previous 13F +99 shares

   0.92% of the 13F portfolio, value $2,546,420.

   13F-HR 0001908914-26-000005 filed by SFG Wealth Management, LLC.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 30,913 shares

   Change vs previous 13F +1,952 shares

   1.05% of the 13F portfolio, value $2,552,509.

   13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 28,961 shares

   Change vs previous 13F +1,018 shares

   0.94% of the 13F portfolio, value $2,398,581.

   13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 27,943 shares

   Change vs previous 13F +2,063 shares

   1% of the 13F portfolio, value $2,318,164.

   13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 25,880 shares

   Change vs previous 13F not available

   1.3% of the 13F portfolio, value $2,144,446.

   13F-HR 0001085146-25-004187 filed by SFG Wealth Management, LLC.
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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