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Disclosery

MAI Capital Management: SHYG position timeline

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

MAI Capital Management held 393,300 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 393,300 shares
    Change vs previous 13F +9,033 shares

    0.06% of the 13F portfolio, value $16,679,867.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 384,267 shares
    Change vs previous 13F +19,647 shares

    0.09% of the 13F portfolio, value $16,258,345.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 364,620 shares
    Change vs previous 13F +12,059 shares

    0.09% of the 13F portfolio, value $15,631,279.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 352,561 shares
    Change vs previous 13F -3,799 shares

    0.1% of the 13F portfolio, value $15,265,885.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 356,360 shares
    Change vs previous 13F -17,389 shares

    0.11% of the 13F portfolio, value $15,373,367.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 373,749 shares
    Change vs previous 13F -5,035 shares

    0.12% of the 13F portfolio, value $15,891,817.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 378,784 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $16,139,987.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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