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Disclosery

Advisor OS, LLC: SHYG position timeline

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

Advisor OS, LLC held 22,303 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,303 shares
    Change vs previous 13F -1,559 shares

    0.06% of the 13F portfolio, value $945,859.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 23,862 shares
    Change vs previous 13F +2,797 shares

    0.07% of the 13F portfolio, value $1,009,601.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 21,065 shares
    Change vs previous 13F -290 shares

    0.07% of the 13F portfolio, value $903,085.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 21,355 shares
    Change vs previous 13F +1,980 shares

    0.08% of the 13F portfolio, value $924,651.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 19,375 shares
    Change vs previous 13F +635 shares

    0.08% of the 13F portfolio, value $835,826.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 18,740 shares
    Change vs previous 13F -14,431 shares

    0.09% of the 13F portfolio, value $796,849.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 33,171 shares
    Change vs previous 13F -3,378 shares

    0.16% of the 13F portfolio, value $1,413,407.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 36,549 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,586,969.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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