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Summit Wealth Partners, LLC: SHYG position timeline

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

Summit Wealth Partners, LLC held 28,228 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,228 shares
    Change vs previous 13F -2,496 shares

    0.17% of the 13F portfolio, value $1,197,145.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 30,724 shares
    Change vs previous 13F -3,671 shares

    0.21% of the 13F portfolio, value $1,299,943.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 34,395 shares
    Change vs previous 13F -18,465 shares

    0.27% of the 13F portfolio, value $1,474,521.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 52,860 shares
    Change vs previous 13F -15,765 shares

    0.41% of the 13F portfolio, value $2,288,829.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 68,625 shares
    Change vs previous 13F -96,523 shares

    0.56% of the 13F portfolio, value $2,960,498.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 165,148 shares
    Change vs previous 13F -27,004 shares

    1.42% of the 13F portfolio, value $7,022,097.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 192,152 shares
    Change vs previous 13F -5,419 shares

    1.68% of the 13F portfolio, value $8,187,600.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 197,571 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $8,578,552.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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