Hofer & Associates. Inc: SHYG position timeline

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

Hofer & Associates. Inc held 50,392 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 50,392 shares
Change vs previous 13F +880 shares
1.03% of the 13F portfolio, value $2,137,126.
13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 49,512 shares
Change vs previous 13F -50 shares
1.13% of the 13F portfolio, value $2,094,833.
13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 49,562 shares
Change vs previous 13F +3,203 shares
1.13% of the 13F portfolio, value $2,124,715.
13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 46,359 shares
Change vs previous 13F -533 shares
1.15% of the 13F portfolio, value $2,007,334.
13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 46,892 shares
Change vs previous 13F -1,591 shares
1.26% of the 13F portfolio, value $2,022,910.
13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 48,483 shares
Change vs previous 13F +1,027 shares
1.4% of the 13F portfolio, value $2,061,480.
13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 47,456 shares
Change vs previous 13F +3,669 shares
1.36% of the 13F portfolio, value $2,022,119.
13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 43,787 shares
Change vs previous 13F not available
1.31% of the 13F portfolio, value $1,901,219.
13F-HR 0001754960-24-000518 filed by Hofer & Associates. Inc
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).