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Baker Avenue Asset Management, LP: SHYG position timeline

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

Baker Avenue Asset Management, LP held 574,072 SHYG 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 574,072 shares
    Change vs previous 13F +27,016 shares

    0.46% of the 13F portfolio, value $24,346,401.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 547,056 shares
    Change vs previous 13F +14,603 shares

    0.53% of the 13F portfolio, value $23,145,929.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 532,453 shares
    Change vs previous 13F +25,051 shares

    0.53% of the 13F portfolio, value $22,826,264.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 507,402 shares
    Change vs previous 13F +12,780 shares

    0.53% of the 13F portfolio, value $21,970,488.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 494,622 shares
    Change vs previous 13F +11,870 shares

    0.61% of the 13F portfolio, value $21,337,998.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 482,752 shares
    Change vs previous 13F +9,765 shares

    0.64% of the 13F portfolio, value $20,526,601.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 472,987 shares
    Change vs previous 13F +17,225 shares

    0.62% of the 13F portfolio, value $20,153,985.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 455,762 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $19,789,187.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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