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Trivium Point Advisory, LLC: SHYG position timeline

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

Trivium Point Advisory, LLC held 354,915 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,915 shares
    Change vs previous 13F +69,460 shares

    1.37% of the 13F portfolio, value $15,051,937.

    13F-HR 0001951757-26-001133 filed by Trivium Point 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 285,455 shares
    Change vs previous 13F -71,485 shares

    2.18% of the 13F portfolio, value $12,077,601.

    13F-HR 0001951757-26-000655 filed by Trivium Point 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 356,940 shares
    Change vs previous 13F -2,252 shares

    1.54% of the 13F portfolio, value $15,302,033.

    13F-HR 0001951757-26-000297 filed by Trivium Point 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 359,192 shares
    Change vs previous 13F +11,061 shares

    1.59% of the 13F portfolio, value $15,553,006.

    13F-HR 0001951757-25-001393 filed by Trivium Point 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 348,131 shares
    Change vs previous 13F +33,663 shares

    1.63% of the 13F portfolio, value $15,018,358.

    13F-HR 0001951757-25-000887 filed by Trivium Point 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 314,468 shares
    Change vs previous 13F -8,821 shares

    1.66% of the 13F portfolio, value $13,371,184.

    13F-HR 0001951757-25-000543 filed by Trivium Point 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 323,289 shares
    Change vs previous 13F +4,951 shares

    1.74% of the 13F portfolio, value $13,775,344.

    13F-HR 0001951757-25-000252 filed by Trivium Point 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 318,338 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $13,701,268.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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