Skip to content
Disclosery

TriaGen Wealth Management LLC: SHYG position timeline

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

TriaGen Wealth Management LLC held 34,932 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,932 shares
    Change vs previous 13F -264 shares

    0.37% of the 13F portfolio, value $1,481,466.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management 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 35,196 shares
    Change vs previous 13F +1,387 shares

    0.41% of the 13F portfolio, value $1,489,143.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management 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 33,809 shares
    Change vs previous 13F +18 shares

    0.37% of the 13F portfolio, value $1,449,392.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management 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 33,791 shares
    Change vs previous 13F -353 shares

    0.38% of the 13F portfolio, value $1,463,150.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management 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 34,144 shares
    Change vs previous 13F +1,667 shares

    0.45% of the 13F portfolio, value $1,472,972.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management 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 32,477 shares
    Change vs previous 13F +4,026 shares

    0.49% of the 13F portfolio, value $1,380,922.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management 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 28,451 shares
    Change vs previous 13F +409 shares

    0.41% of the 13F portfolio, value $1,212,297.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management 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 28,042 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,217,584.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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