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LAFFER TENGLER INVESTMENTS, INC.: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAFFER TENGLER INVESTMENTS, INC. on SHYG, newest first. How the timeline and the estimate are built.

LAFFER TENGLER INVESTMENTS, INC. held 44,195 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,195 shares
    Change vs previous 13F -3,200 shares

    0.24% of the 13F portfolio, value $1,874,310.

    13F-HR 0001172661-26-002716 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 47,395 shares
    Change vs previous 13F +2,982 shares

    0.3% of the 13F portfolio, value $2,005,282.

    13F-HR 0001172661-26-001771 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 44,413 shares
    Change vs previous 13F -228 shares

    0.29% of the 13F portfolio, value $1,903,985.

    13F-HR 0001172661-26-000684 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 44,641 shares
    Change vs previous 13F +7,311 shares

    0.31% of the 13F portfolio, value $1,932,955.

    13F-HR 0001172661-25-004718 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 37,330 shares
    Change vs previous 13F -1,241 shares

    0.29% of the 13F portfolio, value $1,610,416.

    13F-HR 0001172661-25-002953 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 38,571 shares
    Change vs previous 13F +2,497 shares

    0.36% of the 13F portfolio, value $1,640,039.

    13F-HR 0001172661-25-001805 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 36,074 shares
    Change vs previous 13F +4,138 shares

    0.32% of the 13F portfolio, value $1,537,113.

    13F-HR 0001172661-25-000528 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 31,936 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,386,661.

    13F-HR 0001172661-24-004456 filed by LAFFER TENGLER INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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