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Disclosery

Essex LLC: SHYG position timeline

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

Essex LLC held 69,068 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 69,068 shares
    Change vs previous 13F +1,569 shares

    0.44% of the 13F portfolio, value $2,929,171.

    13F-HR 0001889147-26-000003 filed by Essex 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 67,499 shares
    Change vs previous 13F +5,830 shares

    0.5% of the 13F portfolio, value $2,855,879.

    13F-HR 0001889147-26-000002 filed by Essex 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 61,669 shares
    Change vs previous 13F -10,740 shares

    0.47% of the 13F portfolio, value $2,643,747.

    13F-HR 0001889147-26-000001 filed by Essex 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 72,409 shares
    Change vs previous 13F -9,929 shares

    0.57% of the 13F portfolio, value $3,135,306.

    13F-HR 0001889147-25-000009 filed by Essex 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 82,338 shares
    Change vs previous 13F +34,380 shares

    0.7% of the 13F portfolio, value $3,552,058.

    13F-HR 0001889147-25-000005 filed by Essex 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 47,958 shares
    Change vs previous 13F -496 shares

    0.44% of the 13F portfolio, value $2,039,173.

    13F-HR 0001889147-25-000004 filed by Essex 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 48,454 shares
    Change vs previous 13F -2,611 shares

    0.43% of the 13F portfolio, value $2,064,629.

    13F-HR 0001889147-25-000001 filed by Essex 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 51,065 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,217,244.

    13F-HR 0001889147-24-000010 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

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