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Kestra Advisory Services, LLC: SHYG position timeline

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

Kestra Advisory Services, LLC held 410,128 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,128 shares
    Change vs previous 13F +54,787 shares

    0.04% of the 13F portfolio, value $17,393,516.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 112,342 shares
    • Kestra Advisory Services, LLC: 297,786 shares

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

  2. period ended2026-03-31
    13F 355,341 shares
    Change vs previous 13F +35,200 shares

    0.04% of the 13F portfolio, value $15,034,492.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 109,530 shares
    • Kestra Advisory Services, LLC: 245,811 shares

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

  3. period ended2025-12-31
    13F 320,141 shares
    Change vs previous 13F +31,199 shares

    0.04% of the 13F portfolio, value $13,724,451.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 95,718 shares
    • Kestra Advisory Services, LLC: 224,423 shares

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

  4. period ended2025-09-30
    13F 288,942 shares
    Change vs previous 13F +21,728 shares

    0.04% of the 13F portfolio, value $12,511,205.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 97,556 shares
    • Kestra Advisory Services, LLC: 191,386 shares

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

  5. period ended2025-06-30
    13F 267,214 shares
    Change vs previous 13F +60,962 shares

    0.04% of the 13F portfolio, value $11,527,631.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 96,046 shares
    • Kestra Advisory Services, LLC: 171,168 shares

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

  6. period ended2025-03-31
    13F 206,252 shares
    Change vs previous 13F +11,022 shares

    0.03% of the 13F portfolio, value $8,769,835.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,564 shares
    • Kestra Advisory Services, LLC: 168,688 shares

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

  7. period ended2024-12-31
    13F 195,230 shares
    Change vs previous 13F +8,666 shares

    0.03% of the 13F portfolio, value $8,318,750.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,708 shares
    • Kestra Advisory Services, LLC: 171,522 shares

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

  8. period ended2024-09-30
    13F 186,564 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,100,616.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,957 shares
    • Kestra Advisory Services, LLC: 169,607 shares

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