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Disclosery

Heritage Family Offices, LLP: SHYG position timeline

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

Heritage Family Offices, LLP held 6,869 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,869 shares
    Change vs previous 13F -12,529 shares

    0.11% of the 13F portfolio, value $291,321.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 19,398 shares
    Change vs previous 13F -10,516 shares

    0.36% of the 13F portfolio, value $820,747.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 29,914 shares
    Change vs previous 13F -264 shares

    0.58% of the 13F portfolio, value $1,282,426.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 30,178 shares
    Change vs previous 13F +4,059 shares

    0.61% of the 13F portfolio, value $1,306,720.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 26,119 shares
    Change vs previous 13F +37 shares

    0.56% of the 13F portfolio, value $1,110,591.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 26,082 shares
    Change vs previous 13F -75 shares

    0.57% of the 13F portfolio, value $1,109,018.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 26,157 shares
    Change vs previous 13F +2,896 shares

    0.56% of the 13F portfolio, value $1,114,558.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 23,261 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,010,011.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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