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Advisors Capital Management, LLC: SHYG position timeline

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

Advisors Capital Management, LLC held 431,186 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 431,186 shares
    Change vs previous 13F +46,710 shares

    0.19% of the 13F portfolio, value $18,286,600.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, 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 384,476 shares
    Change vs previous 13F +8,046 shares

    0.19% of the 13F portfolio, value $16,267,214.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 376,430 shares
    Change vs previous 13F +27,294 shares

    0.19% of the 13F portfolio, value $16,137,584.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 349,136 shares
    Change vs previous 13F -525,158 shares

    0.19% of the 13F portfolio, value $15,117,631.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 874,294 shares
    Change vs previous 13F +50,913 shares

    0.52% of the 13F portfolio, value $37,717,049.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 823,381 shares
    Change vs previous 13F -61,414 shares

    0.54% of the 13F portfolio, value $35,010,160.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, 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 884,795 shares
    Change vs previous 13F +8,042 shares

    0.59% of the 13F portfolio, value $37,701,119.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, 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 876,753 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $38,069,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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