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COURIER CAPITAL LLC: SHYG position timeline

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

COURIER CAPITAL LLC held 142,466 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,466 shares
    Change vs previous 13F +6,650 shares

    0.3% of the 13F portfolio, value $6,041,965.

    13F-HR 0001420506-26-001243 filed by COURIER 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/A 135,816 shares
    Change vs previous 13F +9,747 shares

    0.32% of the 13F portfolio, value $5,746,394.

    13F-HR/A 0001420506-26-000719 filed by COURIER 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 126,069 shares
    Change vs previous 13F +5,196 shares

    0.3% of the 13F portfolio, value $5,404,595.

    13F-HR 0001420506-26-000097 filed by COURIER 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 120,873 shares
    Change vs previous 13F +2,559 shares

    0.3% of the 13F portfolio, value $5,233,812.

    13F-HR 0001420506-25-002924 filed by COURIER 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 118,314 shares
    Change vs previous 13F -57,920 shares

    0.31% of the 13F portfolio, value $5,104,055.

    13F-HR 0001420506-25-001593 filed by COURIER 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 176,234 shares
    Change vs previous 13F +2,888 shares

    0.49% of the 13F portfolio, value $7,493,454.

    13F-HR 0001420506-25-000761 filed by COURIER 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 173,346 shares
    Change vs previous 13F +65,277 shares

    0.51% of the 13F portfolio, value $7,386,257.

    13F-HR 0001420506-25-000024 filed by COURIER 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 108,069 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,692,340.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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