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D L CARLSON INVESTMENT GROUP INC: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on SHYG, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 64,010 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,010 shares
    Change vs previous 13F +4,310 shares

    0.43% of the 13F portfolio, value $2,714,664.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 59,700 shares
    Change vs previous 13F +3,329 shares

    0.43% of the 13F portfolio, value $2,525,907.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 56,371 shares
    Change vs previous 13F +8,055 shares

    0.41% of the 13F portfolio, value $2,416,625.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 48,316 shares
    Change vs previous 13F +8,523 shares

    0.35% of the 13F portfolio, value $2,092,083.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    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 39,793 shares
    Change vs previous 13F -2,730 shares

    0.31% of the 13F portfolio, value $1,716,670.

    13F-HR 0001021117-25-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 42,523 shares
    Change vs previous 13F +354 shares

    0.35% of the 13F portfolio, value $1,808,078.

    13F-HR 0001021117-25-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 42,169 shares
    Change vs previous 13F +1,735 shares

    0.32% of the 13F portfolio, value $1,796,821.

    13F-HR 0001021117-25-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 40,434 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,755,644.

    13F-HR 0001021117-24-000004 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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