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Disclosery

Lane & Associates LLC: SHYG position timeline

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

Lane & Associates LLC held 0 SHYG shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -21,460 shares

    13F-HR 0002018909-25-000003 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 21,460 shares
    Change vs previous 13F -748 shares

    0.48% of the 13F portfolio, value $926,426.

    13F-HR 0002018909-25-000001 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 22,208 shares
    Change vs previous 13F -6,678 shares

    0.53% of the 13F portfolio, value $964,267.

    13F-HR 0002018909-24-000008 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 28,886 shares
    Change vs previous 13F +5,169 shares

    0.72% of the 13F portfolio, value $1,218,996.

    13F-HR 0002018909-24-000007 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 23,717 shares
    Change vs previous 13F +6,005 shares

    0.64% of the 13F portfolio, value $1,009,175.

    13F-HR 0002018909-24-000002 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 17,712 shares
    Change vs previous 13F +11,127 shares

    0.54% of the 13F portfolio, value $747,783.

    13F-HR 0002018909-24-000001 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 6,585 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $270,162.

    13F-HR 0002018909-24-000006 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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