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Disclosery

Bakala Capital LLC: SHYG position timeline

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

Bakala Capital LLC held 32,864 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,864 shares
    Change vs previous 13F +1,065 shares

    6.1% of the 13F portfolio, value $1,393,782.

    13F-HR 0001140361-26-033210 filed by Bakala Capital 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 31,799 shares
    Change vs previous 13F +364 shares

    6.47% of the 13F portfolio, value $1,345,415.

    13F-HR 0001140361-26-021308 filed by Bakala Capital 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 31,435 shares
    Change vs previous 13F +907 shares

    6.37% of the 13F portfolio, value $1,347,603.

    13F-HR 0001140361-26-005428 filed by Bakala Capital 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 30,528 shares
    Change vs previous 13F +1,666 shares

    7.14% of the 13F portfolio, value $1,321,877.

    13F-HR 0001140361-25-042298 filed by Bakala Capital 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 28,862 shares
    Change vs previous 13F -1,114 shares

    7.15% of the 13F portfolio, value $1,245,122.

    13F-HR 0001140361-25-031296 filed by Bakala Capital 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 29,976 shares
    Change vs previous 13F +4,533 shares

    7.31% of the 13F portfolio, value $1,274,582.

    13F-HR 0001140361-25-018931 filed by Bakala Capital 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 25,443 shares
    Change vs previous 13F +593 shares

    6.52% of the 13F portfolio, value $1,084,120.

    13F-HR 0001140361-25-004615 filed by Bakala Capital 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 24,850 shares
    Change vs previous 13F not available

    7.18% of the 13F portfolio, value $1,078,983.

    13F-HR 0001140361-24-046465 filed by Bakala Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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