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Disclosery

BridgePort Financial Solutions, LLC: SHYG position timeline

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

BridgePort Financial Solutions, LLC held 146,455 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,455 shares
    Change vs previous 13F +2,965 shares

    1.58% of the 13F portfolio, value $6,211,170.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 143,490 shares
    Change vs previous 13F -19,350 shares

    1.72% of the 13F portfolio, value $6,071,076.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 162,840 shares
    Change vs previous 13F +17,696 shares

    1.88% of the 13F portfolio, value $6,980,965.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 145,144 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $6,284,730.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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