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FormulaFolio Investments, LLC: SHYG position timeline

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

FormulaFolio Investments, LLC held 2,767 SHYG shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 2,767 shares
    Change vs previous 13F -402 shares

    0.04% of the 13F portfolio, value $127,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 3,169 shares
    Change vs previous 13F -117,723 shares

    0.05% of the 13F portfolio, value $145,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 120,892 shares
    Change vs previous 13F +107,298 shares

    0.12% of the 13F portfolio, value $5,493,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 13,594 shares
    Change vs previous 13F -33,654 shares

    0.02% of the 13F portfolio, value $597,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 47,248 shares
    Change vs previous 13F -34,349 shares

    0.08% of the 13F portfolio, value $2,026,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 81,597 shares
    Change vs previous 13F -208,323 shares

    0.18% of the 13F portfolio, value $3,335,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 289,920 shares
    Change vs previous 13F +2,660 shares

    0.48% of the 13F portfolio, value $13,461,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 287,260 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $13,355,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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