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Kestra Advisory Services, LLC: SHYM position timeline

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

Kestra Advisory Services, LLC held 50,827 SHYM 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 50,827 shares
    Change vs previous 13F -11,066 shares

    <0.01% of the 13F portfolio, value $1,141,081.

    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: 21,951 shares
    • Kestra Advisory Services, LLC: 28,876 shares

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

  2. period ended2026-03-31
    13F 61,893 shares
    Change vs previous 13F +16,276 shares

    <0.01% of the 13F portfolio, value $1,362,870.

    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: 27,422 shares
    • Kestra Advisory Services, LLC: 34,471 shares

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

  3. period ended2025-12-31
    13F 45,617 shares
    Change vs previous 13F -471,732 shares

    <0.01% of the 13F portfolio, value $1,013,613.

    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: 14,034 shares
    • Kestra Advisory Services, LLC: 31,583 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 517,349 shares
    Change vs previous 13F +38,798 shares

    0.05% of the 13F portfolio, value $11,557,580.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 24,529 shares
    • Kestra Investment Management, LLC: 492,820 shares

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

  5. period ended2025-06-30
    13F/A 478,551 shares
    Change vs previous 13F -28,201 shares

    0.04% of the 13F portfolio, value $10,676,487.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 25,427 shares
    • Kestra Investment Management, LLC: 453,124 shares

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

  6. period ended2025-03-31
    13F/A 506,752 shares
    Change vs previous 13F +493,585 shares

    0.36% of the 13F portfolio, value $11,488,069.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 506,752 shares

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

  7. period ended2024-12-31
    13F 13,167 shares
    Change vs previous 13F +2,832 shares

    <0.01% of the 13F portfolio, value $298,364.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 10,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,574.

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

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