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Disclosery

IEQ CAPITAL, LLC: SHYG position timeline

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

IEQ CAPITAL, LLC held 19,208 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,208 shares
    Change vs previous 13F -2,317 shares

    <0.01% of the 13F portfolio, value $814,622.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 21,525 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $910,742.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 21,375 shares
    Change vs previous 13F +297 shares

    <0.01% of the 13F portfolio, value $916,340.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 21,078 shares
    Change vs previous 13F +3,249 shares

    <0.01% of the 13F portfolio, value $912,661.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 17,829 shares
    Change vs previous 13F +5,549 shares

    <0.01% of the 13F portfolio, value $769,146.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 12,280 shares
    Change vs previous 13F +145 shares

    <0.01% of the 13F portfolio, value $522,140.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 12,135 shares
    Change vs previous 13F +211 shares

    <0.01% of the 13F portfolio, value $517,084.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 11,924 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $517,722.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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