Alexis Investment Partners, LLC: SHYG position timeline

Alexis Investment Partners, LLC held 171,006 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 171,006 shares

   Change vs previous 13F +6,023 shares

   4.24% of the 13F portfolio, value $7,255,785.

   13F-HR 0002054271-26-000003 filed by Alexis Investment Partners, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 164,983 shares

   Change vs previous 13F +17,173 shares

   4.76% of the 13F portfolio, value $6,919,387.

   13F-HR 0002054271-26-000002 filed by Alexis Investment Partners, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 147,810 shares

   Change vs previous 13F +18,997 shares

   2.36% of the 13F portfolio, value $6,340,619.

   13F-HR 0002054271-26-000001 filed by Alexis Investment Partners, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 128,813 shares

   Change vs previous 13F +58,085 shares

   2.25% of the 13F portfolio, value $5,582,735.

   13F-HR 0002054271-25-000005 filed by Alexis Investment Partners, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 70,728 shares

   Change vs previous 13F not available

   1.31% of the 13F portfolio, value $3,044,133.

   13F-HR 0002054271-25-000004 filed by Alexis Investment Partners, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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