Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: SHYG position timeline

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

Steward Partners Investment Advisory, LLC held 42,694 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,694 shares
    Change vs previous 13F +6,781 shares

    0.01% of the 13F portfolio, value $1,810,648.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 35,913 shares
    Change vs previous 13F +257 shares

    0.01% of the 13F portfolio, value $1,519,481.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 35,656 shares
    Change vs previous 13F +3,242 shares

    0.01% of the 13F portfolio, value $1,528,553.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 32,414 shares
    Change vs previous 13F +4,432 shares

    0.01% of the 13F portfolio, value $1,403,531.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 27,982 shares
    Change vs previous 13F -319 shares

    0.01% of the 13F portfolio, value $1,207,125.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 28,301 shares
    Change vs previous 13F +383 shares

    0.01% of the 13F portfolio, value $1,203,343.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 27,918 shares
    Change vs previous 13F +3,553 shares

    0.01% of the 13F portfolio, value $1,189,582.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 24,365 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,057,909.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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