Skip to content
Disclosery

INSIGNEO ADVISORY SERVICES, LLC: SHYG position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 125,264 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,264 shares
    Change vs previous 13F +51,691 shares

    0.2% of the 13F portfolio, value $5,312,454.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 73,573 shares
    Change vs previous 13F -2,868 shares

    0.22% of the 13F portfolio, value $3,112,858.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 76,441 shares
    Change vs previous 13F -3,453 shares

    0.24% of the 13F portfolio, value $3,277,020.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 79,894 shares
    Change vs previous 13F +2,013 shares

    0.24% of the 13F portfolio, value $3,459,398.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 77,881 shares
    Change vs previous 13F +6,732 shares

    0.29% of the 13F portfolio, value $3,359,781.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 71,149 shares
    Change vs previous 13F +12,912 shares

    0.31% of the 13F portfolio, value $3,025,270.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 58,237 shares
    Change vs previous 13F +8,714 shares

    0.26% of the 13F portfolio, value $2,481,470.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 49,523 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,150,283.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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