Skip to content
Disclosery

Twelve Points Wealth Management LLC: SHYG position timeline

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

Twelve Points Wealth Management LLC held 270,157 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,157 shares
    Change vs previous 13F +12,458 shares

    2.3% of the 13F portfolio, value $11,457,367.

    13F-HR 0001877090-26-000005 filed by Twelve Points 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 257,699 shares
    Change vs previous 13F +127,299 shares

    2.4% of the 13F portfolio, value $10,903,232.

    13F-HR 0001877090-26-000003 filed by Twelve Points 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 130,400 shares
    Change vs previous 13F +98,188 shares

    1.26% of the 13F portfolio, value $5,613,734.

    13F-HR 0001877090-26-000001 filed by Twelve Points 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 32,212 shares
    Change vs previous 13F +17,265 shares

    0.35% of the 13F portfolio, value $1,394,771.

    13F-HR 0001877090-25-000008 filed by Twelve Points 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 14,947 shares
    Change vs previous 13F +9,664 shares

    0.17% of the 13F portfolio, value $644,800.

    13F-HR 0001877090-25-000004 filed by Twelve Points 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 5,283 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $224,642.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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