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ADELL HARRIMAN & CARPENTER INC: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADELL HARRIMAN & CARPENTER INC on SHYG, newest first. How the timeline and the estimate are built.

ADELL HARRIMAN & CARPENTER INC held 120,304 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,304 shares
    Change vs previous 13F +1,000 shares

    0.26% of the 13F portfolio, value $5,102,113.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER INC
    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 119,304 shares
    Change vs previous 13F +7,100 shares

    0.31% of the 13F portfolio, value $5,047,773.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 112,204 shares
    Change vs previous 13F +1,176 shares

    0.29% of the 13F portfolio, value $4,810,206.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 111,028 shares
    Change vs previous 13F -11,003 shares

    0.29% of the 13F portfolio, value $4,807,512.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER INC
    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 122,031 shares
    Change vs previous 13F -3,585 shares

    0.35% of the 13F portfolio, value $5,264,417.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 125,616 shares
    Change vs previous 13F -9,200 shares

    0.4% of the 13F portfolio, value $5,341,192.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER INC
    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 134,816 shares
    Change vs previous 13F -33,330 shares

    0.4% of the 13F portfolio, value $5,744,509.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 168,146 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,300,899.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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