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Matthew Goff Investment Advisor, LLC: SHYG position timeline

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

Matthew Goff Investment Advisor, LLC held 505,854 SHYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 505,854 shares
    Change vs previous 13F +23,487 shares

    3.1% of the 13F portfolio, value $20,866,495.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 482,367 shares
    Change vs previous 13F +482,367 shares

    3.45% of the 13F portfolio, value $20,457,173.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -445,011 shares

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, 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.

  4. period ended2025-12-31
    13F 445,011 shares
    Change vs previous 13F +49,059 shares

    3.38% of the 13F portfolio, value $19,077,630.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 395,952 shares
    Change vs previous 13F +15,415 shares

    2.93% of the 13F portfolio, value $17,144,707.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 380,537 shares
    Change vs previous 13F -42,761 shares

    3.04% of the 13F portfolio, value $16,416,358.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 423,298 shares
    Change vs previous 13F -5,270 shares

    3.32% of the 13F portfolio, value $17,998,651.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 428,568 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $18,261,286.

    13F-HR 0001754960-25-000049 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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