Skip to content
Disclosery

Investments & Financial Planning, LLC: SHYG position timeline

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

Investments & Financial Planning, LLC held 73,848 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,848 shares
    Change vs previous 13F +2,313 shares

    1.48% of the 13F portfolio, value $3,131,892.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 71,535 shares
    Change vs previous 13F +12,146 shares

    1.65% of the 13F portfolio, value $3,026,649.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 59,389 shares
    Change vs previous 13F +6,705 shares

    1.37% of the 13F portfolio, value $2,546,019.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 52,684 shares
    Change vs previous 13F +7,591 shares

    1.23% of the 13F portfolio, value $2,281,205.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 45,093 shares
    Change vs previous 13F +2,404 shares

    1.12% of the 13F portfolio, value $1,945,309.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 42,689 shares
    Change vs previous 13F +8,645 shares

    1.18% of the 13F portfolio, value $1,815,122.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 34,044 shares
    Change vs previous 13F +11,265 shares

    0.89% of the 13F portfolio, value $1,450,624.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 22,779 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $989,084.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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