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Disclosery

David Kennon Inc: SHYG position timeline

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

David Kennon Inc held 10,933 SHYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,933 shares
    Change vs previous 13F -192 shares

    0.15% of the 13F portfolio, value $450,986.

    13F-HR 0001954126-26-000005 filed by David Kennon Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,125 shares
    Change vs previous 13F -1,747 shares

    0.16% of the 13F portfolio, value $471,811.

    13F-HR 0001954126-26-000004 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,872 shares
    Change vs previous 13F -76,616 shares

    0.2% of the 13F portfolio, value $544,614.

    13F-HR 0001954126-26-000002 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 89,488 shares
    Change vs previous 13F +955 shares

    1.36% of the 13F portfolio, value $3,836,349.

    13F-HR 0001954126-26-000001 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 88,533 shares
    Change vs previous 13F -3,148 shares

    1.38% of the 13F portfolio, value $3,833,472.

    13F-HR 0001954126-25-000002 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 91,681 shares
    Change vs previous 13F -26,009 shares

    1.48% of the 13F portfolio, value $3,955,105.

    13F-HR 0001085146-25-003899 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 117,690 shares
    Change vs previous 13F -96 shares

    1.99% of the 13F portfolio, value $5,004,162.

    13F-HR 0001085146-25-002244 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 117,786 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,018,845.

    13F-HR 0001085146-25-000422 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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