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Focus Partners Wealth: SHYG position timeline

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

Focus Partners Wealth held 70,128 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 70,128 shares
    Change vs previous 13F -5,641 shares

    <0.01% of the 13F portfolio, value $2,974,167.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,207 shares
    • Focus Partners Advisor Solutions, LLC: 57,921 shares

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

  2. period ended2026-03-31
    13F 75,769 shares
    Change vs previous 13F -73,940 shares

    <0.01% of the 13F portfolio, value $3,205,815.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 28,626 shares
    • Focus Partners Advisor Solutions, LLC: 47,143 shares

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

  3. period ended2025-12-31
    13F 149,709 shares
    Change vs previous 13F +119,046 shares

    0.01% of the 13F portfolio, value $6,418,000.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 30,663 shares
    Change vs previous 13F -20,725 shares

    <0.01% of the 13F portfolio, value $1,327,703.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,663 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 51,388 shares
    Change vs previous 13F +7,041 shares

    <0.01% of the 13F portfolio, value $2,216,887.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,334 shares
    • Focus Partners Advisor Solutions, LLC: 36,054 shares

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

  6. period ended2025-03-31
    13F/A 44,347 shares
    Change vs previous 13F +5,701 shares

    <0.01% of the 13F portfolio, value $1,885,667.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,122 shares
    • Focus Partners Advisor Solutions, LLC: 30,225 shares

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

  7. period ended2024-12-31
    13F/A 38,646 shares
    Change vs previous 13F -152,092 shares

    <0.01% of the 13F portfolio, value $1,646,709.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,401 shares
    • Focus Partners Advisor Solutions, LLC: 23,245 shares

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

  8. period ended2024-09-30
    13F 190,738 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $44,536,891.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 167,594 shares
    • Focus Partners Advisor Solutions, LLC: 23,144 shares

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